Bedel Financial Consulting, Inc. Ishares Russell Midcap Value E Transaction History

Bedel Financial Consulting, Inc.

$690 Million
Q4 2024

A detailed history of Bedel Financial Consulting, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Bedel Financial Consulting, Inc. holds 10,874 shares of IWS stock, worth $1.45 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

10,874

Previous 10,585 2.73%

Holding current value

$1.45 Million

Previous $1.4 Million 0.5%

% of portfolio

0.2%

Previous 0.2%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$128.08 - $140.32 $37,015 - $40,552	289 Added 2.73%	10,874 $1.41 Million
Q3 2024 Nov 12, 2024	BUY	$119.52 - $132.25 $19,959 - $22,085	167 Added 1.6%	10,585 $1.4 Million
Q2 2024 Aug 05, 2024	SELL	$117.31 - $125.13 $703 - $750	-6 Reduced 0.06%	10,418 $1.26 Million
Q1 2024 May 07, 2024	BUY	$112.43 - $125.33 $34,516 - $38,476	307 Added 3.03%	10,424 $1.31 Million
Q4 2023 Feb 08, 2024	SELL	$97.63 - $117.08 $66,193 - $79,380	-678 Reduced 6.28%	10,117 $1.18 Million
Q3 2023 Feb 08, 2024	BUY	$103.48 - $114.68 $79,162 - $87,730	765 Added 7.63%	10,795 $1.13 Million
Q2 2023 Aug 10, 2023	BUY	$101.5 - $109.84 $65,163 - $70,517	642 Added 6.84%	10,030 $1.1 Million
Q1 2023 May 02, 2023	BUY	$100.22 - $116.23 $244,236 - $283,252	2,437 Added 35.06%	9,388 $997,000
Q4 2022 Feb 07, 2023	BUY	$96.57 - $111.69 $35,248 - $40,766	365 Added 5.54%	6,951 $732,000
Q3 2022 Nov 08, 2022	BUY	$96.05 - $115.74 $224,853 - $270,947	2,341 Added 55.15%	6,586 $690,000
Q2 2022 Aug 04, 2022	BUY	$99.42 - $121.64 $54,581 - $66,780	549 Added 14.85%	4,245 $431,000
Q1 2022 Apr 19, 2022	BUY	$112.23 - $123.59 $28,618 - $31,515	255 Added 7.41%	3,696 $442,000
Q3 2021 Oct 12, 2021	BUY	$110.67 - $119.04 $1,770 - $1,904	16 Added 0.47%	3,441 $390,000
Q2 2021 Aug 03, 2021	BUY	$110.51 - $117.85 $68,516 - $73,067	620 Added 22.1%	3,425 $394,000
Q1 2021 Apr 26, 2021	BUY	$95.27 - $111.97 $139,570 - $164,036	1,465 Added 109.33%	2,805 $307,000
Q4 2020 Feb 02, 2021	BUY	$80.93 - $96.96 $24,279 - $29,087	300 Added 28.85%	1,340 $130,000
Q2 2020 Jul 14, 2020	SELL	$59.9 - $85.49 $57,504 - $82,070	-960 Reduced 48.0%	1,040 $80,000
Q1 2020 May 06, 2020	BUY	$54.38 - $96.81 $14,900 - $26,525	274 Added 15.87%	2,000 $128,000
Q2 2019 Aug 01, 2019	BUY	$83.93 - $89.74 $6,378 - $6,820	76 Added 4.61%	1,726 $154,000
Q1 2019 May 02, 2019	BUY	$75.3 - $87.47 $22,590 - $26,241	300 Added 22.22%	1,650 $143,000
Q4 2018 Jan 28, 2019	BUY	$72.26 - $90.19 $49,859 - $62,231	690 Added 104.55%	1,350 $103,000
Q1 2018 May 03, 2018	BUY	$83.92 - $92.83 $55,387 - $61,267	660 New	660 $57,000

Others Institutions Holding IWS

# of Institutions

1,014

Shares Held

97.4M

Call Options Held

28.8K

Put Options Held

6.2K

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
Sector ETFs
Industry ETFs

More about IWS

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 Midcap Value E Transaction History