Jim Saulnier & Associates, LLC Ishares Morningstar Small Cap Transaction History

Jim Saulnier & Associates, LLC

  • $179 Billion
  • Q3 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 9,748 shares of ISCV stock, worth $642,880. This represents 0.36% of its overall portfolio holdings.

Number of Shares
9,748
Previous 10,075 3.25%
Holding current value
$642,880
Previous $619 Million 5.03%
% of portfolio
0.36%
Previous 0.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$61.33 - $67.87 $20,054 - $22,193
-327 Reduced 3.25%
9,748 $650 Million
Q2 2025

Aug 04, 2025
SELL
$51.37 - $61.54 $27,071 - $32,431
-527 Reduced 4.97%
10,075 $619 Million
Q1 2025

Apr 21, 2025
BUY
$58.11 - $66.0 $23,941 - $27,192
412 Added 4.04%
10,602 $629 Million
Q4 2024

Jan 22, 2025
BUY
$62.21 - $69.5 $131,636 - $147,062
2,116 Added 26.21%
10,190 $646 Million
Q3 2024

Nov 12, 2024
BUY
$57.26 - $64.12 $462,317 - $517,704
8,074 New
8,074 $513 Million

Others Institutions Holding ISCV

# of Institutions
133
Shares Held
4.47M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

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