Jim Saulnier & Associates, LLC Ishares Morningstar Value ETF Transaction History
Jim Saulnier & Associates, LLC
- $116 Billion
- Q4 2024
A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 39,663 shares of ILCV stock, worth $3.37 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
39,663
Previous 31,611
25.47%
Holding current value
$3.37 Million
Previous $2.6 Billion
23.61%
% of portfolio
2.77%
Previous 2.54%
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
155Shares Held
8.94MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY924KShares$78.6 Million0.74% of portfolio
-
Bank Of America Corp Charlotte, NC759KShares$64.5 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA690KShares$58.7 Million2.91% of portfolio
-
Matrix Trust CO689KShares$58.6 Million9.7% of portfolio
-
Ubs Group Ag503KShares$42.7 Million0.01% of portfolio