Bedel Financial Consulting, Inc. Ishares Morningstar Mid Cap Va Transaction History
Bedel Financial Consulting, Inc.
- $716 Million
- Q3 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 67,089 shares of IMCV stock, worth $4.98 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
67,089
Previous 62,898
6.66%
Holding current value
$4.98 Million
Previous $4.42 Million
16.39%
% of portfolio
0.72%
Previous 0.64%
Shares
11 transactions
Others Institutions Holding IMCV
# of Institutions
147Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$60.9 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$30 Million0.31% of portfolio
-
Orgel Wealth Management, LLC345KShares$25.6 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20 Million0.03% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA198KShares$14.7 Million0.8% of portfolio