Bedel Financial Consulting, Inc. Ishares Russell 2000 ETF Transaction History

Bedel Financial Consulting, Inc.

$785 Million
Q3 2025

A detailed history of Bedel Financial Consulting, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bedel Financial Consulting, Inc. holds 12,029 shares of IWM stock, worth $2.86 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

12,029

Previous 12,027 0.02%

Holding current value

$2.86 Million

Previous $2.6 Million 12.14%

% of portfolio

0.37%

Previous 0.35%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$214.92 - $244.84 $429 - $489	2 Added 0.02%	12,029 $2.91 Million
Q2 2025 Aug 12, 2025	SELL	$174.82 - $215.79 $111,010 - $137,026	-635 Reduced 5.02%	12,027 $2.6 Million
Q1 2025 May 07, 2025	SELL	$198.1 - $229.79 $196,713 - $228,181	-993 Reduced 7.27%	12,662 $2.53 Million
Q4 2024 Feb 06, 2025	BUY	$216.13 - $242.4 $309,282 - $346,874	1,431 Added 11.71%	13,655 $3.02 Million
Q3 2024 Nov 12, 2024	BUY	$200.87 - $224.6 $110,277 - $123,305	549 Added 4.7%	12,224 $2.7 Million

Q2 2024 Aug 05, 2024	SELL	$192.84 - $209.44 $38,953 - $42,306	-202 Reduced 1.7%	11,675 $2.37 Million
Q1 2024 May 07, 2024	BUY	$189.48 - $210.3 $77,307 - $85,802	408 Added 3.56%	11,877 $2.5 Million
Q4 2023 Feb 08, 2024	BUY	$162.21 - $204.82 $246,234 - $310,916	1,518 Added 15.25%	11,469 $2.3 Million
Q3 2023 Feb 08, 2024	BUY	$174.36 - $198.71 $186,042 - $212,023	1,067 Added 12.01%	9,951 $1.76 Million
Q2 2023 Aug 10, 2023	BUY	$170.4 - $187.93 $238,219 - $262,726	1,398 Added 18.67%	8,884 $1.66 Million
Q1 2023 May 02, 2023	BUY	$170.25 - $198.32 $112,705 - $131,287	662 Added 9.7%	7,486 $1.34 Million
Q4 2022 Feb 07, 2023	BUY	$166.81 - $188.05 $100,086 - $112,830	600 Added 9.64%	6,824 $1.19 Million
Q3 2022 Nov 08, 2022	BUY	$164.17 - $201.07 $191,422 - $234,447	1,166 Added 23.05%	6,224 $1.12 Million
Q2 2022 Aug 04, 2022	SELL	$163.9 - $207.91 $64,084 - $81,292	-391 Reduced 7.18%	5,058 $857,000
Q1 2022 Apr 19, 2022	BUY	$191.52 - $225.32 $246,294 - $289,761	1,286 Added 30.89%	5,449 $1.12 Million
Q4 2021 Jan 11, 2022	BUY	$212.12 - $242.56 $7,848 - $8,974	37 Added 0.9%	4,163 $926,000
Q2 2021 Aug 03, 2021	BUY	$211.85 - $232.89 $49,572 - $54,496	234 Added 6.01%	4,126 $946,000
Q1 2021 Apr 26, 2021	BUY	$193.5 - $234.42 $13,545 - $16,409	70 Added 1.83%	3,892 $860,000
Q4 2020 Feb 02, 2021	BUY	$152.18 - $199.14 $608 - $796	4 Added 0.1%	3,822 $749,000
Q3 2020 Oct 20, 2020	BUY	$139.07 - $158.46 $9,734 - $11,092	70 Added 1.87%	3,818 $572,000
Q2 2020 Jul 14, 2020	BUY	$104.62 - $153.09 $18,203 - $26,637	174 Added 4.87%	3,748 $537,000
Q1 2020 May 06, 2020	BUY	$99.9 - $169.53 $130,069 - $220,728	1,302 Added 57.31%	3,574 $409,000
Q4 2019 Jan 28, 2020	BUY	$146.46 - $166.68 $25,776 - $29,335	176 Added 8.4%	2,272 $376,000
Q2 2019 Aug 01, 2019	BUY	$145.86 - $160.71 $10,210 - $11,249	70 Added 3.46%	2,096 $326,000
Q1 2019 May 02, 2019	BUY	$132.25 - $158.24 $7,009 - $8,386	53 Added 2.69%	2,026 $310,000
Q4 2018 Jan 28, 2019	BUY	$125.88 - $166.33 $503 - $665	4 Added 0.2%	1,973 $264,000
Q3 2018 Nov 01, 2018	SELL	$164.2 - $173.02 $24,301 - $25,606	-148 Reduced 6.99%	1,969 $312,000
Q1 2018 May 03, 2018	BUY	$145.44 - $159.96 $436 - $479	3 Added 0.14%	2,117 $321,000
Q4 2017 Feb 06, 2018	BUY	$145.63 - $154.3 $307,861 - $326,190	2,114	2,114 $322,000

Others Institutions Holding IWM

# of Institutions

3,025

Shares Held

284M

Call Options Held

216M

Put Options Held

517M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bedel Financial Consulting, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bedel Financial Consulting, Inc. with notifications on news.

Account

Bedel Financial Consulting, Inc. Ishares Russell 2000 ETF Transaction History