Jim Saulnier & Associates, LLC Ishares Morningstar Value ETF Transaction History

Jim Saulnier & Associates, LLC

  • $179 Billion
  • Q3 2025

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 36,271 shares of ILCV stock, worth $3.34 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
36,271
Previous 38,655 6.17%
Holding current value
$3.34 Million
Previous $3.22 Billion 1.29%
% of portfolio
1.82%
Previous 2.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$82.86 - $90.02 $197,538 - $214,607
-2,384 Reduced 6.17%
36,271 $3.27 Billion
Q2 2025

Aug 04, 2025
SELL
$72.16 - $83.39 $184,657 - $213,395
-2,559 Reduced 6.21%
38,655 $3.22 Billion
Q1 2025

Apr 21, 2025
BUY
$79.37 - $85.24 $123,102 - $132,207
1,551 Added 3.91%
41,214 $3.36 Billion
Q4 2024

Jan 22, 2025
BUY
$80.23 - $85.43 $646,011 - $687,882
8,052 Added 25.47%
39,663 $3.21 Billion
Q3 2024

Nov 12, 2024
BUY
$75.47 - $82.2 $2.39 Million - $2.6 Million
31,611 New
31,611 $2.6 Billion

Others Institutions Holding ILCV

# of Institutions
190
Shares Held
9.48M
Call Options Held
117K
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR VALUE ETF

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