Mendota Financial Group, LLC Ishares Morningstar Small Cap Transaction History

Mendota Financial Group, LLC

$154 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 12, 2023	SELL	$38.15 - $43.33 $76 - $86	-2 Reduced 15.38%	11 $427,000
Q2 2023 Jul 27, 2023	BUY	$37.58 - $41.41 $488 - $538	13 New	13 $539,000

Others Institutions Holding ISCG

# of Institutions

147

Shares Held

7.42M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.09M
Shares

$49.2 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

439K
Shares

$19.9 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

413K
Shares

$18.7 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

395K
Shares

$17.9 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

389K
Shares

$17.6 Million
0.01% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
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