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 4,377 shares of IWD stock, worth $761,773. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,377
Previous 4,498 2.69%
Holding current value
$761,773
Previous $743,000 5.38%
% of portfolio
0.12%
Previous 0.13%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-43 Reduced 1.67%
2,530 $380,000
Q2 2022

Aug 04, 2022

BUY
N/A
1,066 Added 70.74%
2,573 $373,000
Q1 2022

Apr 19, 2022

BUY
N/A
17 Added 1.14%
1,507 $250,000
Q4 2021

Jan 11, 2022

SELL
N/A
-2 Reduced 0.13%
1,490 $250,000
Q2 2021

Aug 03, 2021

BUY
N/A
48 Added 3.32%
1,492 $237,000
Q1 2021

Apr 26, 2021

BUY
N/A
195 Added 15.61%
1,444 $219,000
Q4 2020

Feb 02, 2021

BUY
N/A
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

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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