Bedel Financial Consulting, Inc. Ishares Morningstar Mid Cap Va Transaction History
Bedel Financial Consulting, Inc.
- $645 Million
- Q1 2024
A detailed history of Bedel Financial Consulting, Inc. transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Bedel Financial Consulting, Inc. holds 61,356 shares of IMCV stock, worth $4.31 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
61,356
Previous 59,647
2.87%
Holding current value
$4.31 Million
Previous $4.04 Million
10.2%
% of portfolio
0.69%
Previous 0.73%
Shares
9 transactions
Others Institutions Holding IMCV
# of Institutions
135Shares Held
5.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY798KShares$56 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY531KShares$37.3 Million0.45% of portfolio
-
Orgel Wealth Management, LLC352KShares$24.7 Million0.73% of portfolio
-
Bank Of America Corp Charlotte, NC316KShares$22.2 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL239KShares$16.8 Million0.03% of portfolio