Jim Saulnier & Associates, LLC ISHARES TR Transaction History

Jim Saulnier & Associates, LLC

  • $147 Billion
  • Q2 2025
Number of Shares
13,309
Previous 12,930 2.93%
Holding current value
$352 Million
Previous $341 Million 3.17%
% of portfolio
0.24%
Previous 0.27%

Shares

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

Aug 04, 2025
BUY
N/A
379 Added 2.93%
13,309 $352 Million
Q4 2024

Jan 22, 2025
BUY
N/A
182 Added 1.43%
12,930 $327 Million
Q3 2024

Nov 12, 2024
BUY
N/A
12,748 New
12,748 $335 Million
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