Betterment LLC Ishares Tr Russell 1000 ETF Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Betterment LLC holds 1,368 shares of IWB stock, worth $459,689. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,368

Previous 2,502 45.32%

Holding current value

$459,689

Previous $786,000 44.02%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$311.11 - $335.64 $352,798 - $380,615	-1,134 Reduced 45.32%	1,368 $440,000
Q3 2024 Nov 14, 2024	BUY	$283.28 - $314.39 $89,799 - $99,661	317 Added 14.51%	2,502 $786,000
Q2 2024 Aug 14, 2024	BUY	$272.21 - $298.72 $55,258 - $60,640	203 Added 10.24%	2,185 $650,000
Q1 2024 May 10, 2024	BUY	$257.46 - $288.1 $80,070 - $89,599	311 Added 18.61%	1,982 $570,000
Q4 2023 Feb 09, 2024	BUY	$225.16 - $263.17 $26,118 - $30,527	116 Added 7.46%	1,671 $438,000
Q3 2023 Nov 09, 2023	BUY	$234.05 - $252.17 $163,366 - $176,014	698 Added 81.45%	1,555 $365,000
Q2 2023 Aug 07, 2023	SELL	$221.85 - $243.74 $226,508 - $248,858	-1,021 Reduced 54.37%	857 $209,000
Q1 2023 May 15, 2023	BUY	$208.78 - $230.55 $149,695 - $165,304	717 Added 61.76%	1,878 $423,000
Q4 2022 Feb 13, 2023	SELL	$196.94 - $224.49 $377,140 - $429,898	-1,915 Reduced 62.26%	1,161 $244,000
Q2 2022 Aug 10, 2022	BUY	$201.03 - $253.2 $216,308 - $272,443	1,076 Added 53.8%	3,076 $639,000
Q1 2022 May 16, 2022	BUY	$230.48 - $266.11 $246,152 - $284,205	1,068 Added 114.59%	2,000 $500,000
Q4 2021 Feb 15, 2022	BUY	$241.33 - $266.02 $224,919 - $247,930	932 New	932 $246,000
Q2 2021 Aug 10, 2021	SELL	$226.48 - $242.11 $232,142 - $248,162	-1,025 Closed	0 $0
Q1 2021 Jun 01, 2021	SELL	$208.89 - $225.24 $280,330 - $302,272	-1,342 Reduced 56.7%	1,025 $229,000
Q4 2020 Feb 12, 2021	BUY	$182.85 - $211.84 $117,206 - $135,789	641 Added 37.14%	2,367 $501,000
Q3 2020 Nov 10, 2020	SELL	$172.79 - $199.44 $162,768 - $187,872	-942 Reduced 35.31%	1,726 $323,000
Q2 2020 Aug 11, 2020	BUY	$135.3 - $179.75 $1,623 - $2,157	12 Added 0.45%	2,668 $458,000
Q1 2020 May 14, 2020	BUY	$122.99 - $188.06 $326,661 - $499,487	2,656 New	2,656 $376,000
Q2 2018 Aug 13, 2018	SELL	N/A	-1,360 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	1,360 New	1,360 $200,000

Others Institutions Holding IWB

# of Institutions

1,457

Shares Held

96.1M

Call Options Held

247K

Put Options Held

168K

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About ISHARES TR RUSSELL 1000 ETF

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