Jim Saulnier & Associates, LLC ISHARES TR Transaction History

Jim Saulnier & Associates, LLC

  • $147 Billion
  • Q2 2025
Number of Shares
19,683
Previous 19,327 1.84%
Holding current value
$517 Million
Previous $508 Million 1.92%
% of portfolio
0.35%
Previous 0.39%

Shares

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

Aug 04, 2025
BUY
N/A
356 Added 1.84%
19,683 $517 Million
Q1 2025

Apr 21, 2025
BUY
N/A
6,567 Added 51.47%
19,327 $508 Million
Q4 2024

Jan 22, 2025
BUY
N/A
140 Added 1.11%
12,760 $324 Million
Q3 2024

Nov 12, 2024
BUY
N/A
12,620 New
12,620 $329 Million
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