Bedel Financial Consulting, Inc. Ishares Russell 1000 Val ETF Transaction History

Bedel Financial Consulting, Inc.

$690 Million
Q4 2024

A detailed history of Bedel Financial Consulting, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bedel Financial Consulting, Inc. holds 4,404 shares of IWD stock, worth $848,386. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,404

Previous 4,347 1.31%

Holding current value

$848,386

Previous $825,000 1.21%

% of portfolio

0.12%

Previous 0.12%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$183.23 - $199.79 $10,444 - $11,388	57 Added 1.31%	4,404 $815,000
Q3 2024 Nov 12, 2024	BUY	$173.36 - $189.8 $13,175 - $14,424	76 Added 1.78%	4,347 $825,000
Q2 2024 Aug 05, 2024	SELL	$169.4 - $179.05 $17,956 - $18,979	-106 Reduced 2.42%	4,271 $745,000
Q1 2024 May 07, 2024	SELL	$161.84 - $179.11 $19,582 - $21,672	-121 Reduced 2.69%	4,377 $783,000
Q4 2023 Feb 08, 2024	BUY	$143.69 - $165.7 $154,179 - $177,796	1,073 Added 31.33%	4,498 $743,000
Q3 2023 Feb 08, 2024	BUY	$151.73 - $163.56 $45,670 - $49,231	301 Added 9.64%	3,425 $519,000
Q2 2023 Aug 10, 2023	SELL	$148.55 - $157.83 $298,734 - $317,396	-2,011 Reduced 39.16%	3,124 $493,000
Q1 2023 May 02, 2023	BUY	$145.2 - $161.56 $378,245 - $420,863	2,605 Added 102.96%	5,135 $781,000
Q3 2022 Nov 08, 2022	SELL	$135.99 - $161.15 $5,847 - $6,929	-43 Reduced 1.67%	2,530 $380,000
Q2 2022 Aug 04, 2022	BUY	$140.99 - $168.41 $150,295 - $179,525	1,066 Added 70.74%	2,573 $373,000
Q1 2022 Apr 19, 2022	BUY	$157.15 - $170.51 $2,671 - $2,898	17 Added 1.14%	1,507 $250,000
Q4 2021 Jan 11, 2022	SELL	$157.12 - $168.08 $314 - $336	-2 Reduced 0.13%	1,490 $250,000
Q2 2021 Aug 03, 2021	BUY	$152.86 - $162.4 $7,337 - $7,795	48 Added 3.32%	1,492 $237,000
Q1 2021 Apr 26, 2021	BUY	$134.89 - $153.0 $26,303 - $29,835	195 Added 15.61%	1,444 $219,000
Q4 2020 Feb 02, 2021	BUY	$115.84 - $136.73 $17,376 - $20,509	150 Added 13.65%	1,249 $171,000
Q3 2018 Nov 01, 2018	SELL	N/A	-207 Reduced 15.85%	1,099 $135,000
Q1 2018 May 03, 2018	BUY	N/A	1,306 New	1,306 $157,000

Others Institutions Holding IWD

# of Institutions

1,871

Shares Held

284M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Bedel Financial Consulting, Inc. Ishares Russell 1000 Val ETF Transaction History