Bedel Financial Consulting, Inc. Ishares Morningstar Mid Cap Va Transaction History
Bedel Financial Consulting, Inc.
- $690 Million
- Q4 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 72,096 shares of IMCV stock, worth $5.48 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
72,096
Previous 67,089
7.46%
Holding current value
$5.48 Million
Previous $5.14 Million
4.12%
% of portfolio
0.78%
Previous 0.72%
Shares
12 transactions
Others Institutions Holding IMCV
# of Institutions
149Shares Held
5.58MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY806KShares$61.3 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY453KShares$34.4 Million0.33% of portfolio
-
Orgel Wealth Management, LLC343KShares$26.1 Million0.69% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL299KShares$22.7 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20.5 Million0.03% of portfolio