Betterment LLC Ishare Morningstar Mid Cap Gro Transaction History

Betterment LLC

$50.6 Billion
Q3 2025

A detailed history of Betterment LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Betterment LLC holds 25,273 shares of IMCG stock, worth $2.02 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

25,273

Previous 24,515 3.09%

Holding current value

$2.02 Million

Previous $1.97 Million 6.3%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$79.89 - $83.25 $60,556 - $63,103	758 Added 3.09%	25,273 $2.09 Million
Q2 2025 Aug 14, 2025	BUY	$63.36 - $80.23 $149,719 - $189,583	2,363 Added 10.67%	24,515 $1.97 Million
Q1 2025 May 15, 2025	BUY	$69.69 - $79.99 $69,899 - $80,229	1,003 Added 4.74%	22,152 $1.58 Million
Q4 2024 Feb 14, 2025	BUY	$72.18 - $81.41 $250,753 - $282,818	3,474 Added 19.65%	21,149 $1.6 Million
Q3 2024 Nov 14, 2024	BUY	$65.15 - $72.97 $105,086 - $117,700	1,613 Added 10.04%	17,675 $1.29 Million

Q2 2024 Aug 14, 2024	BUY	$65.46 - $70.15 $440,218 - $471,758	6,725 Added 72.03%	16,062 $1.09 Million
Q1 2024 May 10, 2024	BUY	$62.4 - $70.68 $358,238 - $405,773	5,741 Added 159.65%	9,337 $659,000
Q4 2023 Feb 09, 2024	BUY	$53.24 - $64.9 $191,451 - $233,380	3,596 New	3,596 $231,000

Others Institutions Holding IMCG

# of Institutions

402

Shares Held

27.2M

Call Options Held

Put Options Held

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About ISHARE MORNINGSTAR MID CAP GRO

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