Betterment LLC Ishares Russell 3000 ETF Transaction History

Betterment LLC

$50.6 Billion
Q3 2025

A detailed history of Betterment LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Betterment LLC holds 1,141 shares of IWV stock, worth $434,173. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,141

Previous 1,007 13.31%

Holding current value

$434,173

Previous $353,000 22.38%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$351.04 - $379.81 $47,039 - $50,894	134 Added 13.31%	1,141 $432,000
Q2 2025 Aug 14, 2025	SELL	$281.67 - $351.0 $43,377 - $54,054	-154 Reduced 13.26%	1,007 $353,000
Q1 2025 May 15, 2025	SELL	$313.1 - $349.83 $533,209 - $595,760	-1,703 Reduced 59.46%	1,161 $369,000
Q4 2024 Feb 14, 2025	BUY	$323.08 - $349.08 $98,216 - $106,120	304 Added 11.88%	2,864 $957,000
Q3 2024 Nov 14, 2024	BUY	$294.75 - $326.73 $20,043 - $22,217	68 Added 2.73%	2,560 $836,000

Q2 2024 Aug 14, 2024	SELL	$283.16 - $309.9 $148,375 - $162,387	-524 Reduced 17.37%	2,492 $769,000
Q1 2024 May 10, 2024	BUY	$268.36 - $300.08 $132,569 - $148,239	494 Added 19.59%	3,016 $905,000
Q4 2023 Feb 09, 2024	SELL	$234.36 - $274.87 $63,980 - $75,039	-273 Reduced 9.77%	2,522 $690,000
Q3 2023 Nov 09, 2023	BUY	$243.9 - $263.56 $54,389 - $58,773	223 Added 8.67%	2,795 $684,000
Q2 2023 Aug 07, 2023	SELL	$231.57 - $254.48 $26,630 - $29,265	-115 Reduced 4.28%	2,572 $655,000
Q1 2023 May 15, 2023	BUY	$218.83 - $242.18 $1,750 - $1,937	8 Added 0.3%	2,687 $633,000
Q4 2022 Feb 13, 2023	BUY	$206.89 - $235.47 $113,168 - $128,802	547 Added 25.66%	2,679 $591,000
Q2 2022 Aug 10, 2022	BUY	$210.65 - $265.31 $28,016 - $35,286	133 Added 6.65%	2,132 $463,000
Q1 2022 May 16, 2022	BUY	$242.02 - $279.09 $167,235 - $192,851	691 Added 52.83%	1,999 $524,000
Q4 2021 Feb 15, 2022	BUY	$254.66 - $279.11 $97,280 - $106,620	382 Added 41.25%	1,308 $363,000
Q3 2021 Nov 15, 2021	BUY	$251.89 - $269.0 $233,250 - $249,094	926 New	926 $236,000

Others Institutions Holding IWV

# of Institutions

945

Shares Held

26.8M

Call Options Held

22K

Put Options Held

5.3K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
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