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

Jim Saulnier & Associates, LLC

  • $193 Billion
  • Q4 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 5,096 shares of ISCG stock, worth $271,922. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,096
Previous 4,754 7.19%
Holding current value
$271,922
Previous $258 Million 9.47%
% of portfolio
0.15%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
$53.29 - $56.31 $18,225 - $19,258
342 Added 7.19%
5,096 $283 Million
Q3 2025

Nov 03, 2025
BUY
$49.84 - $55.14 $12,210 - $13,509
245 Added 5.43%
4,754 $258 Million
Q2 2025

Aug 04, 2025
SELL
$39.44 - $49.76 $33,800 - $42,644
-857 Reduced 15.97%
4,509 $224 Million
Q1 2025

Apr 21, 2025
BUY
$44.44 - $52.05 $11,287 - $13,220
254 Added 4.97%
5,366 $242 Million
Q4 2024

Jan 22, 2025
BUY
$48.22 - $54.03 $246,500 - $276,201
5,112 New
5,112 $253 Million

Others Institutions Holding ISCG

# of Institutions
166
Shares Held
8.41M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

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