Mendota Financial Group, LLC Ishares Morningstar Small Cap Transaction History

Mendota Financial Group, LLC

$187 Billion
Q2 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

139

Shares Held

7.16M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.05M
Shares

$51 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

419K
Shares

$20.4 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

413K
Shares

$20.1 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

352K
Shares

$17.1 Million
0.12% of portfolio
Gallagher Benefit Services, Inc. Rolling Meadows, IL

343K
Shares

$16.7 Million
2.6% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
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