Betterment LLC Ishares Tr Russell 200 Growth Transaction History

Betterment LLC

$50.6 Billion
Q3 2025

A detailed history of Betterment LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Betterment LLC holds 22,590 shares of IWY stock, worth $6.24 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

22,590

Previous 23,660 4.52%

Holding current value

$6.24 Million

Previous $5.83 Million 6.0%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$243.93 - $275.62 $261,005 - $294,913	-1,070 Reduced 4.52%	22,590 $6.18 Million
Q2 2025 Aug 14, 2025	BUY	$187.5 - $246.51 $599,250 - $787,845	3,196 Added 15.62%	23,660 $5.83 Million
Q1 2025 May 15, 2025	BUY	$210.19 - $243.33 $403,774 - $467,436	1,921 Added 10.36%	20,464 $4.32 Million
Q4 2024 Feb 14, 2025	BUY	$216.72 - $244.71 $1.04 Million - $1.17 Million	4,796 Added 34.89%	18,543 $4.36 Million
Q3 2024 Nov 14, 2024	BUY	$194.66 - $225.97 $257,145 - $298,506	1,321 Added 10.63%	13,747 $3.03 Million

Q2 2024 Aug 14, 2024	BUY	$183.56 - $216.15 $404,199 - $475,962	2,202 Added 21.54%	12,426 $2.67 Million
Q1 2024 May 10, 2024	BUY	$170.38 - $196.82 $390,851 - $451,505	2,294 Added 28.93%	10,224 $1.99 Million
Q4 2023 Feb 09, 2024	BUY	$149.01 - $175.92 $484,580 - $572,091	3,252 Added 69.52%	7,930 $1.39 Million
Q3 2023 Nov 09, 2023	BUY	$152.69 - $164.44 $388,290 - $418,170	2,543 Added 119.11%	4,678 $719,000
Q2 2023 Aug 07, 2023	BUY	$136.24 - $158.56 $26,430 - $30,760	194 Added 9.99%	2,135 $339,000
Q1 2023 May 15, 2023	BUY	$117.74 - $138.93 $23,430 - $27,647	199 Added 11.42%	1,941 $270,000
Q4 2022 Feb 13, 2023	BUY	$117.55 - $131.34 $204,772 - $228,794	1,742 New	1,742 $210,000

Others Institutions Holding IWY

# of Institutions

672

Shares Held

55M

Call Options Held

Put Options Held

2.7K

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About ISHARES TR RUSSELL 200 GROWTH

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