Betterment LLC Ishares Russell 2000 Gwt ETF Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Betterment LLC holds 3,629 shares of IWO stock, worth $1.07 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,629

Previous 3,779 3.97%

Holding current value

$1.07 Million

Previous $1.07 Million 2.7%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$278.19 - $315.36 $41,728 - $47,304	-150 Reduced 3.97%	3,629 $1.04 Million
Q3 2024 Nov 14, 2024	SELL	$256.4 - $289.78 $4,871 - $5,505	-19 Reduced 0.5%	3,779 $1.07 Million
Q2 2024 Aug 14, 2024	BUY	$245.29 - $268.7 $111,361 - $121,989	454 Added 13.58%	3,798 $997,000
Q1 2024 May 10, 2024	SELL	$239.5 - $270.8 $19,399 - $21,934	-81 Reduced 2.36%	3,344 $905,000
Q4 2023 Feb 09, 2024	BUY	$204.07 - $257.57 $94,892 - $119,770	465 Added 15.71%	3,425 $863,000
Q3 2023 Nov 09, 2023	BUY	$221.24 - $254.04 $90,708 - $104,156	410 Added 16.08%	2,960 $663,000
Q2 2023 Aug 07, 2023	BUY	$219.8 - $242.66 $152,541 - $168,406	694 Added 37.39%	2,550 $619,000
Q1 2023 May 15, 2023	SELL	$212.51 - $245.01 $2,762 - $3,185	-13 Reduced 0.7%	1,856 $421,000
Q4 2022 Feb 13, 2023	SELL	$205.84 - $231.03 $150,057 - $168,420	-729 Reduced 28.06%	1,869 $401,000
Q2 2022 Aug 10, 2022	BUY	$194.2 - $261.13 $184,684 - $248,334	951 Added 57.74%	2,598 $536,000
Q1 2022 May 16, 2022	BUY	$234.1 - $296.68 $66,250 - $83,960	283 Added 20.75%	1,647 $421,000
Q4 2021 Feb 15, 2022	BUY	$280.02 - $327.35 $106,967 - $125,047	382 Added 38.9%	1,364 $400,000
Q3 2021 Nov 15, 2021	SELL	$284.4 - $314.06 $16,779 - $18,529	-59 Reduced 5.67%	982 $288,000
Q2 2021 Aug 10, 2021	SELL	$278.74 - $313.3 $23,692 - $26,630	-85 Reduced 7.55%	1,041 $324,000
Q1 2021 Jun 01, 2021	SELL	$282.5 - $336.63 $24,860 - $29,623	-88 Reduced 7.25%	1,126 $339,000
Q4 2020 Feb 12, 2021	SELL	$223.17 - $294.86 $64,496 - $85,214	-289 Reduced 19.23%	1,214 $348,000
Q3 2020 Nov 10, 2020	SELL	$203.91 - $230.98 $23,041 - $26,100	-113 Reduced 6.99%	1,503 $333,000
Q2 2020 Aug 11, 2020	SELL	$145.61 - $213.67 $26,064 - $38,246	-179 Reduced 9.97%	1,616 $334,000
Q1 2020 May 14, 2020	BUY	$135.58 - $225.25 $243,366 - $404,323	1,795 New	1,795 $284,000

Others Institutions Holding IWO

# of Institutions

1,156

Shares Held

35.3M

Call Options Held

255K

Put Options Held

61.1K

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About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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