Bedel Financial Consulting, Inc. Ishares Russell Midcap Value E Transaction History

Bedel Financial Consulting, Inc.

$716 Million
Q3 2024

A detailed history of Bedel Financial Consulting, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Bedel Financial Consulting, Inc. holds 10,585 shares of IWS stock, worth $1.37 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

10,585

Previous 10,418 1.6%

Holding current value

$1.37 Million

Previous $1.26 Million 11.3%

% of portfolio

0.2%

Previous 0.18%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$119.52 - $132.25 $19,959 - $22,085	167 Added 1.6%	10,585 $1.4 Million
Q2 2024 Aug 05, 2024	SELL	$117.31 - $125.13 $703 - $750	-6 Reduced 0.06%	10,418 $1.26 Million
Q1 2024 May 07, 2024	BUY	$112.43 - $125.33 $34,516 - $38,476	307 Added 3.03%	10,424 $1.31 Million
Q4 2023 Feb 08, 2024	SELL	$97.63 - $117.08 $66,193 - $79,380	-678 Reduced 6.28%	10,117 $1.18 Million
Q3 2023 Feb 08, 2024	BUY	$103.48 - $114.68 $79,162 - $87,730	765 Added 7.63%	10,795 $1.13 Million
Q2 2023 Aug 10, 2023	BUY	$101.5 - $109.84 $65,163 - $70,517	642 Added 6.84%	10,030 $1.1 Million
Q1 2023 May 02, 2023	BUY	$100.22 - $116.23 $244,236 - $283,252	2,437 Added 35.06%	9,388 $997,000
Q4 2022 Feb 07, 2023	BUY	$96.57 - $111.69 $35,248 - $40,766	365 Added 5.54%	6,951 $732,000
Q3 2022 Nov 08, 2022	BUY	$96.05 - $115.74 $224,853 - $270,947	2,341 Added 55.15%	6,586 $690,000
Q2 2022 Aug 04, 2022	BUY	$99.42 - $121.64 $54,581 - $66,780	549 Added 14.85%	4,245 $431,000
Q1 2022 Apr 19, 2022	BUY	$112.23 - $123.59 $28,618 - $31,515	255 Added 7.41%	3,696 $442,000
Q3 2021 Oct 12, 2021	BUY	$110.67 - $119.04 $1,770 - $1,904	16 Added 0.47%	3,441 $390,000
Q2 2021 Aug 03, 2021	BUY	$110.51 - $117.85 $68,516 - $73,067	620 Added 22.1%	3,425 $394,000
Q1 2021 Apr 26, 2021	BUY	$95.27 - $111.97 $139,570 - $164,036	1,465 Added 109.33%	2,805 $307,000
Q4 2020 Feb 02, 2021	BUY	$80.93 - $96.96 $24,279 - $29,087	300 Added 28.85%	1,340 $130,000
Q2 2020 Jul 14, 2020	SELL	$59.9 - $85.49 $57,504 - $82,070	-960 Reduced 48.0%	1,040 $80,000
Q1 2020 May 06, 2020	BUY	$54.38 - $96.81 $14,900 - $26,525	274 Added 15.87%	2,000 $128,000
Q2 2019 Aug 01, 2019	BUY	$83.93 - $89.74 $6,378 - $6,820	76 Added 4.61%	1,726 $154,000
Q1 2019 May 02, 2019	BUY	$75.3 - $87.47 $22,590 - $26,241	300 Added 22.22%	1,650 $143,000
Q4 2018 Jan 28, 2019	BUY	$72.26 - $90.19 $49,859 - $62,231	690 Added 104.55%	1,350 $103,000
Q1 2018 May 03, 2018	BUY	$83.92 - $92.83 $55,387 - $61,267	660 New	660 $57,000

Others Institutions Holding IWS

# of Institutions

938

Shares Held

93.3M

Call Options Held

36.4K

Put Options Held

1.6K

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About ISHARES RUSSELL MIDCAP VALUE E

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Bedel Financial Consulting, Inc. Ishares Russell Midcap Value E Transaction History