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

Bedel Financial Consulting, Inc.

$720 Million
Q1 2025

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 151,151 shares of IMCG stock, worth $11.8 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

151,151

Previous 92,209 63.92%

Holding current value

$11.8 Million

Previous $6.96 Million 55.03%

% of portfolio

1.5%

Previous 1.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$69.69 - $79.99 $4.11 Million - $4.71 Million	58,942 Added 63.92%	151,151 $10.8 Million
Q4 2024 Feb 06, 2025	BUY	$72.18 - $81.41 $315,065 - $355,354	4,365 Added 4.97%	92,209 $6.96 Million
Q3 2024 Nov 12, 2024	BUY	$65.15 - $72.97 $360,474 - $403,743	5,533 Added 6.72%	87,844 $6.41 Million
Q2 2024 Aug 05, 2024	BUY	$65.46 - $70.15 $94,196 - $100,945	1,439 Added 1.78%	82,311 $5.58 Million
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	$49.2 - $57.69 $885,009 - $1.04 Million	17,988 Added 34.98%	69,405 $3.74 Million
Q3 2022 Nov 08, 2022	BUY	$50.31 - $61.06 $1.44 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

393

Shares Held

22.9M

Call Options Held

Put Options Held

335

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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