Jim Saulnier & Associates, LLC Ishares Morningstar U.S. Equit Transaction History

Jim Saulnier & Associates, LLC

  • $179 Billion
  • Q3 2025

A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 36,106 shares of ILCB stock, worth $3.36 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares
36,106
Previous 39,098 7.65%
Holding current value
$3.36 Million
Previous $3.35 Billion 0.51%
% of portfolio
1.86%
Previous 2.29%

Shares

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

Nov 03, 2025
SELL
$85.66 - $92.67 $256,294 - $277,268
-2,992 Reduced 7.65%
36,106 $3.34 Billion
Q2 2025

Aug 04, 2025
SELL
$68.63 - $85.78 $174,731 - $218,395
-2,546 Reduced 6.11%
39,098 $3.35 Billion
Q1 2025

Apr 21, 2025
BUY
$76.17 - $85.05 $111,969 - $125,023
1,470 Added 3.66%
41,644 $3.22 Billion
Q4 2024

Jan 22, 2025
BUY
$78.43 - $84.56 $625,636 - $674,535
7,977 Added 24.78%
40,174 $3.26 Billion
Q3 2024

Nov 12, 2024
BUY
$71.38 - $79.23 $2.3 Million - $2.55 Million
32,197 New
32,197 $2.55 Billion

Others Institutions Holding ILCB

# of Institutions
194
Shares Held
5.65M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

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