Jim Saulnier & Associates, LLC Ishares Morningstar U.S. Equit Transaction History

Jim Saulnier & Associates, LLC

  • $129 Billion
  • Q1 2025

A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 41,644 shares of ILCB stock, worth $3.37 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares
41,644
Previous 40,174 3.66%
Holding current value
$3.37 Million
Previous $3.26 Billion 1.32%
% of portfolio
2.5%
Previous 2.81%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$76.17 - $85.05 $111,969 - $125,023
1,470 Added 3.66%
41,644 $3.22 Billion
Q4 2024

Jan 22, 2025
BUY
$78.43 - $84.56 $625,636 - $674,535
7,977 Added 24.78%
40,174 $3.26 Billion
Q3 2024

Nov 12, 2024
BUY
$71.38 - $79.23 $2.3 Million - $2.55 Million
32,197 New
32,197 $2.55 Billion

Others Institutions Holding ILCB

# of Institutions
187
Shares Held
5.31M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

ILCB Quotes by TradingView
  • Ticker ILCB
  • Sector ETFs
  • Industry ETFs
More about ILCB
Track This Portfolio

Track Jim Saulnier & Associates, LLC Portfolio

Follow Jim Saulnier & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jim Saulnier & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jim Saulnier & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email