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

Helen Stephens Group, LLC

  • $463 Million
  • Q4 2025

A detailed history of Helen Stephens Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Helen Stephens Group, LLC holds 2,050 shares of IVW stock, worth $248,132. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,050
Previous 2,048 0.1%
Holding current value
$248,132
Previous $247,000 0.4%
% of portfolio
0.05%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
BUY
$118.29 - $126.28 $236 - $252
2 Added 0.1%
2,050 $248,000
Q3 2025

Oct 02, 2025
BUY
$108.97 - $121.65 $326 - $364
3 Added 0.15%
2,048 $247,000
Q2 2025

Jul 02, 2025
BUY
$82.96 - $110.1 $169,653 - $225,154
2,045 New
2,045 $225,000
Q4 2024

Jan 15, 2025
BUY
$94.43 - $105.47 $192,731 - $215,264
2,041 New
2,041 $207,000

Others Institutions Holding IVW

# of Institutions
2,176
Shares Held
420M
Call Options Held
212K
Put Options Held
158K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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