Helen Stephens Group, LLC QUAL Holdings History
Helen Stephens Group, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Helen Stephens Group, LLC held 220,093.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $40.24 Mil. This investment constitutes 9.98% of their stock portfolio, and Helen Stephens Group, LLC now holds 0.08% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2021Q4. And since then Helen Stephens Group, LLC has made 13 purchases of QUAL, at an average price of $145.57, for a total of 235,471.00 shares. In addition, there have been 1 sales at an average price of $116.43 for 15,378.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Helen Stephens Group, LLC's estimated gain on his QUAL holdings is $8.02 Mil, reflecting a 23.38% gain to date.
Helen Stephens Group, LLC QUAL ($184.03) Holding Chart
Helen Stephens Group, LLC QUAL ($184.03) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
