Jim Saulnier & Associates, LLC ISHARES TR Transaction History

Jim Saulnier & Associates, LLC

  • $179 Billion
  • Q3 2025
Number of Shares
20,058
Previous 11,987 67.33%
Holding current value
$532 Million
Previous $317 Million 68.06%
% of portfolio
0.3%
Previous 0.22%

Shares

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

Nov 03, 2025
BUY
N/A
8,071 Added 67.33%
20,058 $532 Million
Q2 2025

Aug 04, 2025
BUY
N/A
119 Added 1.0%
11,987 $317 Million
Q4 2024

Jan 22, 2025
BUY
N/A
176 Added 1.51%
11,868 $301 Million
Q3 2024

Nov 12, 2024
BUY
N/A
11,692 New
11,692 $306 Million
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