Rebel Financial LLC Ishares Morningstar Small Cap Transaction History

Rebel Financial LLC

$229 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 24, 2025	SELL	$49.84 - $55.14 $333,080 - $368,500	-6,683 Closed	0 $376 Million
Q2 2025 Jul 24, 2025	BUY	$39.44 - $49.76 $263,577 - $332,546	6,683 New	6,683 $333 Million

Others Institutions Holding ISCG

# of Institutions

166

Shares Held

8.13M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.06M
Shares

$57.5 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

491K
Shares

$26.6 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

435K
Shares

$23.6 Million
0.01% of portfolio
Avantax Advisory Services, Inc.

378K
Shares

$20.5 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

345K
Shares

$18.7 Million
0.0% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

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