Jim Saulnier & Associates, LLC Ishares Morningstar Small Cap Transaction History
Jim Saulnier & Associates, LLC
- $129 Billion
- Q1 2025
A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 5,366 shares of ISCG stock, worth $258,265. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,366
Previous 5,112
4.97%
Holding current value
$258,265
Previous $253 Million
4.4%
% of portfolio
0.19%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding ISCG
# of Institutions
150Shares Held
7.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.06MShares$51.1 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO465KShares$22.4 Million0.02% of portfolio
-
Avantax Advisory Services, Inc.399KShares$19.2 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC397KShares$19.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC371KShares$17.9 Million0.0% of portfolio