Helen Stephens Group, LLC IUSG Holdings History
Helen Stephens Group, LLC's ISHARES TRUST Holding Summary
As of 2025-06-30, Helen Stephens Group, LLC held 204,668.00 shares of ISHARES TRUST(IUSG), totaling $30.78 Mil. This investment constitutes 7.64% of their stock portfolio, and Helen Stephens Group, LLC now holds 0.13% of the outstanding ISHARES TRUST(IUSG) stock.
The initial trade took place in 2021Q4. And since then Helen Stephens Group, LLC has made 13 purchases of IUSG, at an average price of $110.33, for a total of 226,055.00 shares. In addition, there have been 1 sales at an average price of $89.80 for 21,387.00 shares. Based on historical transaction data and IUSG's current price of $153.50, Helen Stephens Group, LLC's estimated gain on his IUSG holdings is $8.40 Mil, reflecting a 33.67% gain to date.
Helen Stephens Group, LLC IUSG ($153.50) Holding Chart
Helen Stephens Group, LLC IUSG ($153.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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