Betterment LLC Ishares Core S&P Sm Cap ETF Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Betterment LLC holds 59,754 shares of IJR stock, worth $6.27 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

59,754

Previous 77,122 22.52%

Holding current value

$6.27 Million

Previous $9.02 Million 23.68%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$113.92 - $127.38 $1.98 Million - $2.21 Million	-17,368 Reduced 22.52%	59,754 $6.88 Million
Q3 2024 Nov 14, 2024	SELL	$105.53 - $118.34 $972,247 - $1.09 Million	-9,213 Reduced 10.67%	77,122 $9.02 Million
Q2 2024 Aug 14, 2024	BUY	$102.13 - $110.88 $6.97 Million - $7.57 Million	68,294 Added 378.55%	86,335 $9.21 Million
Q1 2024 May 10, 2024	SELL	$102.35 - $110.52 $111,868 - $120,798	-1,093 Reduced 5.71%	18,041 $1.99 Million
Q4 2023 Feb 09, 2024	BUY	$87.61 - $110.11 $177,673 - $223,303	2,028 Added 11.86%	19,134 $2.07 Million
Q3 2023 Nov 09, 2023	BUY	$92.9 - $105.16 $465,057 - $526,430	5,006 Added 41.37%	17,106 $1.61 Million
Q2 2023 Aug 07, 2023	BUY	$91.14 - $99.81 $333,207 - $364,905	3,656 Added 43.3%	12,100 $1.21 Million
Q1 2023 May 15, 2023	SELL	$92.27 - $107.68 $71,878 - $83,882	-779 Reduced 8.45%	8,444 $817,000
Q4 2022 Feb 13, 2023	SELL	$89.09 - $102.13 $11,581 - $13,276	-130 Reduced 1.39%	9,223 $873,000
Q2 2022 Aug 10, 2022	BUY	$89.03 - $109.02 $259,789 - $318,120	2,918 Added 45.35%	9,353 $864,000
Q1 2022 May 16, 2022	BUY	$102.32 - $116.69 $232,061 - $264,652	2,268 Added 54.43%	6,435 $694,000
Q4 2021 Feb 15, 2022	BUY	$108.26 - $120.32 $451,119 - $501,373	4,167 New	4,167 $477,000
Q3 2020 Nov 10, 2020	SELL	$65.69 - $75.96 $336,004 - $388,535	-5,115 Closed	0 $0
Q2 2020 Aug 11, 2020	BUY	$50.99 - $75.55 $260,813 - $386,438	5,115 New	5,115 $349,000

Others Institutions Holding IJR

# of Institutions

2,830

Shares Held

537M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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