Jim Saulnier & Associates, LLC Ishares Morningstar Small Cap Transaction History
Jim Saulnier & Associates, LLC
- $129 Billion
- Q1 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 5,366 shares of ISCG stock, worth $239,377. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,366
Previous 5,112
4.97%
Holding current value
$239,377
Previous $253 Million
4.4%
% of portfolio
0.19%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding ISCG
# of Institutions
145Shares Held
7.53MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.09MShares$48.5 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO439KShares$19.6 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC413KShares$18.4 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.399KShares$17.8 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC389KShares$17.4 Million0.01% of portfolio