Bedel Financial Consulting, Inc. Ishares Morningstar Mid Cap Va Transaction History

Bedel Financial Consulting, Inc.

$737 Million
Q2 2025

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 75,666 shares of IMCV stock, worth $5.96 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

75,666

Previous 74,804 1.15%

Holding current value

$5.96 Million

Previous $5.55 Million 3.6%

% of portfolio

0.78%

Previous 0.77%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$65.1 - $75.98 $56,116 - $65,494	862 Added 1.15%	75,666 $5.75 Million
Q1 2025 May 07, 2025	BUY	$71.9 - $77.57 $194,705 - $210,059	2,708 Added 3.76%	74,804 $5.55 Million
Q4 2024 Feb 06, 2025	BUY	$73.19 - $81.02 $366,462 - $405,667	5,007 Added 7.46%	72,096 $5.35 Million
Q3 2024 Nov 12, 2024	BUY	$69.7 - $76.81 $292,112 - $321,910	4,191 Added 6.66%	67,089 $5.14 Million
Q2 2024 Aug 05, 2024	BUY	$68.22 - $72.74 $105,195 - $112,165	1,542 Added 2.51%	62,898 $4.42 Million
Q1 2024 May 07, 2024	BUY	$65.61 - $72.55 $112,127 - $123,987	1,709 Added 2.87%	61,356 $4.45 Million
Q4 2023 Feb 08, 2024	BUY	$57.47 - $68.03 $16,723 - $19,796	291 Added 0.49%	59,647 $4.04 Million
Q3 2023 Feb 08, 2024	BUY	$60.39 - $66.42 $135,213 - $148,714	2,239 Added 3.92%	59,356 $3.6 Million
Q2 2023 Aug 10, 2023	BUY	$58.79 - $63.7 $166,199 - $180,079	2,827 Added 5.21%	57,117 $3.64 Million
Q1 2023 May 02, 2023	BUY	$58.6 - $68.24 $33,226 - $38,692	567 Added 1.06%	54,290 $3.36 Million
Q4 2022 Feb 07, 2023	BUY	$56.85 - $65.72 $670,204 - $774,773	11,789 Added 28.11%	53,723 $3.33 Million
Q3 2022 Nov 08, 2022	BUY	$55.94 - $66.86 $1.75 Million - $2.09 Million	31,256 Added 292.71%	41,934 $2.6 Million
Q2 2022 Aug 04, 2022	BUY	$57.93 - $70.61 $612,320 - $746,347	10,570 Added 9787.04%	10,678 $634,000
Q1 2022 Apr 19, 2022	BUY	$64.78 - $70.05 $6,996 - $7,565	108 New	108 $7,000

Others Institutions Holding IMCV

# of Institutions

170

Shares Held

6.29M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP VA

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Bedel Financial Consulting, Inc. Ishares Morningstar Mid Cap Va Transaction History