Betterment LLC Ishares Russell Mid Cap Growth Transaction History

Betterment LLC

  • $41.6 Billion
  • Q3 2024

A detailed history of Betterment LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Betterment LLC holds 5,130 shares of IWP stock, worth $670,542. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,130
Previous 3,972 29.15%
Holding current value
$670,542
Previous $438,000 37.21%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$103.87 - $117.59 $120,281 - $136,169
1,158 Added 29.15%
5,130 $601,000
Q2 2024

Aug 14, 2024
BUY
$105.7 - $113.43 $197,870 - $212,340
1,872 Added 89.14%
3,972 $438,000
Q1 2024

May 10, 2024
SELL
$100.66 - $114.14 $63,818 - $72,364
-634 Reduced 23.19%
2,100 $239,000
Q4 2023

Feb 09, 2024
BUY
$85.66 - $105.12 $32,722 - $40,155
382 Added 16.24%
2,734 $285,000
Q3 2023

Nov 09, 2023
BUY
$89.97 - $100.32 $211,609 - $235,952
2,352 New
2,352 $214,000

Others Institutions Holding IWP

# of Institutions
1,086
Shares Held
102M
Call Options Held
59.7K
Put Options Held
5.2K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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