Bedel Financial Consulting, Inc. Ishare Morningstar Mid Cap Gro Transaction History

Bedel Financial Consulting, Inc.

$645 Million
Q1 2024

A detailed history of Bedel Financial Consulting, Inc. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Bedel Financial Consulting, Inc. holds 80,872 shares of IMCG stock, worth $5.48 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

80,872

Previous 79,304 1.98%

Holding current value

$5.48 Million

Previous $5.11 Million 11.84%

% of portfolio

0.89%

Previous 0.93%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$62.4 - $70.68 $97,843 - $110,826	1,568 Added 1.98%	80,872 $5.72 Million
Q4 2023 Feb 08, 2024	SELL	$53.24 - $64.9 $13,310 - $16,225	-250 Reduced 0.31%	79,304 $5.11 Million
Q3 2023 Feb 08, 2024	BUY	$56.42 - $63.15 $189,345 - $211,931	3,356 Added 4.4%	79,554 $4.54 Million
Q2 2023 Aug 10, 2023	BUY	$55.21 - $60.94 $182,745 - $201,711	3,310 Added 4.54%	76,198 $4.64 Million
Q1 2023 May 02, 2023	BUY	$53.41 - $60.85 $186,027 - $211,940	3,483 Added 5.02%	72,888 $4.2 Million

Q4 2022 Feb 07, 2023	BUY	$52.2 - $57.69 $938,973 - $1.04 Million	17,988 Added 34.98%	69,405 $3.74 Million
Q3 2022 Nov 08, 2022	BUY	$51.11 - $61.06 $1.47 Million - $1.75 Million	28,704 Added 126.38%	51,417 $2.72 Million
Q2 2022 Aug 04, 2022	BUY	$49.67 - $65.18 $1.12 Million - $1.47 Million	22,597 Added 19480.17%	22,713 $1.18 Million
Q1 2022 Apr 19, 2022	BUY	$58.98 - $72.55 $6,841 - $8,415	116 New	116 $7,000

Others Institutions Holding IMCG

# of Institutions

308

Shares Held

16.1M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

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Bedel Financial Consulting, Inc. Ishare Morningstar Mid Cap Gro Transaction History