Jim Saulnier & Associates, LLC ISHARES TR Transaction History

Jim Saulnier & Associates, LLC

  • $147 Billion
  • Q2 2025
Number of Shares
36,492
Previous 37,208 1.92%
Holding current value
$950 Million
Previous $932 Million 1.99%
% of portfolio
0.65%
Previous 0.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
N/A
-716 Reduced 1.92%
36,492 $950 Million
Q1 2025

Apr 21, 2025
BUY
N/A
95 Added 0.26%
37,208 $932 Million
Q4 2024

Jan 22, 2025
BUY
N/A
37,113 New
37,113 $935 Million
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