Jim Saulnier & Associates, LLC Ishares Morningstar Small Cap Transaction History
Jim Saulnier & Associates, LLC
- $116 Billion
- Q4 2024
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 10,190 shares of ISCV stock, worth $667,750. This represents 0.56% of its overall portfolio holdings.
Number of Shares
10,190
Previous 8,074
26.21%
Holding current value
$667,750
Previous $513 Million
26.06%
% of portfolio
0.56%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding ISCV
# of Institutions
124Shares Held
3.19MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$26.1 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.261KShares$17.1 Million10.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$12.2 Million0.62% of portfolio
-
Matrix Trust CO186KShares$12.2 Million2.05% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$10.2 Million0.0% of portfolio