Jim Saulnier & Associates, LLC Ishares Morningstar U.S. Equit Transaction History
Jim Saulnier & Associates, LLC
- $129 Billion
- Q1 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 41,644 shares of ILCB stock, worth $3.03 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
41,644
Previous 40,174
3.66%
Holding current value
$3.03 Million
Previous $3.26 Billion
1.32%
% of portfolio
2.5%
Previous 2.81%
Shares
3 transactions
Others Institutions Holding ILCB
# of Institutions
190Shares Held
6.98MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.26MShares$91.9 Million0.04% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD506KShares$36.9 Million8.19% of portfolio
-
Morgan Stanley New York, NY499KShares$36.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA494KShares$36 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN406KShares$29.6 Million0.01% of portfolio