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

Jim Saulnier & Associates, LLC

  • $147 Billion
  • Q2 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 10,075 shares of ISCV stock, worth $627,269. This represents 0.42% of its overall portfolio holdings.

Number of Shares
10,075
Previous 10,602 4.97%
Holding current value
$627,269
Previous $629 Million 1.62%
% of portfolio
0.42%
Previous 0.49%

Shares

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

Aug 04, 2025
SELL
$51.37 - $61.54 $27,071 - $32,431
-527 Reduced 4.97%
10,075 $619 Million
Q1 2025

Apr 21, 2025
BUY
$58.11 - $66.0 $23,941 - $27,192
412 Added 4.04%
10,602 $629 Million
Q4 2024

Jan 22, 2025
BUY
$62.21 - $69.5 $131,636 - $147,062
2,116 Added 26.21%
10,190 $646 Million
Q3 2024

Nov 12, 2024
BUY
$57.26 - $64.12 $462,317 - $517,704
8,074 New
8,074 $513 Million

Others Institutions Holding ISCV

# of Institutions
123
Shares Held
3.89M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR SMALL CAP

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