Montis Financial, LLC Ishares Morningstar Small Cap Transaction History

Montis Financial, LLC

$322 Million
Q4 2024

A detailed history of Montis Financial, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Montis Financial, LLC holds 6,405 shares of ISCG stock, worth $315,254. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,405

Holding current value

$315,254

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$48.22 - $54.03 $308,849 - $346,062	6,405 New	6,405 $316,000

Others Institutions Holding ISCG

# of Institutions

145

Shares Held

7.42M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

1.09M
Shares

$53.5 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

439K
Shares

$21.6 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

413K
Shares

$20.3 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

395K
Shares

$19.4 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

389K
Shares

$19.1 Million
0.01% of portfolio

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About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
Sector ETFs
Industry ETFs

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Montis Financial, LLC Ishares Morningstar Small Cap Transaction History