Helen Stephens Group, LLC Ishares Core S&P 500 ETF Transaction History

Helen Stephens Group, LLC

  • $337 Million
  • Q4 2024

A detailed history of Helen Stephens Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Helen Stephens Group, LLC holds 1,677 shares of IVV stock, worth $1.02 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
1,677
Previous 1,687 0.59%
Holding current value
$1.02 Million
Previous $973,000 1.44%
% of portfolio
0.29%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$570.51 - $610.59 $5,705 - $6,105
-10 Reduced 0.59%
1,677 $987,000
Q3 2024

Oct 08, 2024
BUY
$520.18 - $576.82 $3,641 - $4,037
7 Added 0.42%
1,687 $973,000
Q2 2024

Jul 10, 2024
BUY
$497.53 - $549.64 $835,850 - $923,395
1,680 New
1,680 $919,000
Q4 2023

Jan 16, 2024
BUY
$412.55 - $479.0 $203,799 - $236,626
494 New
494 $235,000

Others Institutions Holding IVV

# of Institutions
3,705
Shares Held
726M
Call Options Held
1.47M
Put Options Held
1.17M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Helen Stephens Group, LLC Portfolio

Follow Helen Stephens Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Helen Stephens Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Helen Stephens Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email