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

Helen Stephens Group, LLC

$445 Million
Q3 2025

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 1,708 shares of IVV stock, worth $1.15 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

1,708

Previous 1,698 0.59%

Holding current value

$1.15 Million

Previous $1.05 Million 8.44%

% of portfolio

0.26%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 02, 2025	BUY	$620.67 - $670.08 $6,206 - $6,700	10 Added 0.59%	1,708 $1.14 Million
Q2 2025 Jul 02, 2025	BUY	$498.8 - $620.9 $7,980 - $9,934	16 Added 0.95%	1,698 $1.05 Million
Q1 2025 Apr 23, 2025	BUY	$554.06 - $615.85 $2,770 - $3,079	5 Added 0.3%	1,682 $945,000
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

4,136

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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