Betterment LLC Ishares Tr Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Ishares Tr stock. As of the latest transaction made, Betterment LLC holds 9,766 shares of HYG stock, worth $778,936. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,766

Previous 9,414 3.74%

Holding current value

$778,936

Previous $755,000 1.72%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$78.09 - $80.04 $27,487 - $28,174	352 Added 3.74%	9,766 $768,000
Q3 2024 Nov 14, 2024	BUY	$76.72 - $80.36 $261,308 - $273,706	3,406 Added 56.69%	9,414 $755,000
Q2 2024 Aug 14, 2024	BUY	$75.68 - $77.45 $98,762 - $101,072	1,305 Added 27.75%	6,008 $463,000
Q1 2024 May 10, 2024	BUY	$76.57 - $77.9 $56,661 - $57,646	740 Added 18.67%	4,703 $365,000
Q4 2023 Feb 09, 2024	BUY	$71.78 - $77.94 $15,073 - $16,367	210 Added 5.6%	3,963 $306,000
Q3 2023 Nov 09, 2023	BUY	$73.48 - $75.65 $60,841 - $62,638	828 Added 28.31%	3,753 $276,000
Q2 2023 Aug 07, 2023	BUY	$73.57 - $75.42 $215,192 - $220,603	2,925 New	2,925 $220,000
Q2 2022 Aug 10, 2022	BUY	$73.1 - $82.57 $818,646 - $924,701	11,199 Added 74.64%	26,204 $1.93 Million
Q1 2022 May 16, 2022	BUY	$79.97 - $86.97 $897,663 - $976,238	11,225 Added 296.96%	15,005 $1.24 Million
Q4 2021 Feb 15, 2022	SELL	$85.37 - $87.5 $3.84 Million - $3.94 Million	-44,977 Reduced 92.25%	3,780 $329,000
Q3 2021 Nov 15, 2021	SELL	$86.98 - $88.14 $3.58 Million - $3.63 Million	-41,174 Reduced 45.78%	48,757 $4.27 Million
Q2 2021 Aug 10, 2021	SELL	$86.61 - $88.04 $1.62 Million - $1.65 Million	-18,700 Reduced 17.21%	89,931 $7.92 Million
Q1 2021 Jun 01, 2021	SELL	$85.73 - $87.78 $2.1 Million - $2.15 Million	-24,527 Reduced 18.42%	108,631 $9.47 Million
Q4 2020 Feb 12, 2021	SELL	$83.46 - $87.3 $1.21 Million - $1.27 Million	-14,504 Reduced 9.82%	133,158 $11.6 Million
Q3 2020 Nov 10, 2020	BUY	$81.53 - $85.39 $543,642 - $569,380	6,668 Added 4.73%	147,662 $12.4 Million
Q2 2020 Aug 11, 2020	BUY	$73.55 - $84.56 $1.33 Million - $1.53 Million	18,037 Added 14.67%	140,994 $11.5 Million
Q1 2020 May 14, 2020	SELL	$68.63 - $88.43 $290,853 - $374,766	-4,238 Reduced 3.33%	122,957 $9.48 Million
Q4 2019 Jan 31, 2020	BUY	$86.04 - $88.21 $2.42 Million - $2.48 Million	28,097 Added 28.35%	127,195 $11.2 Million
Q2 2019 Aug 14, 2019	BUY	$84.65 - $87.61 $2.73 Million - $2.82 Million	32,228 Added 48.2%	99,098 $8.64 Million
Q1 2019 Apr 11, 2019	BUY	$80.99 - $86.47 $236,004 - $251,973	2,914 Added 4.56%	66,870 $5.78 Million
Q4 2018 Feb 06, 2019	SELL	$79.63 - $86.3 $1.08 Million - $1.17 Million	-13,578 Reduced 17.51%	63,956 $5.19 Million
Q3 2018 Nov 14, 2018	BUY	$84.78 - $86.44 $955,301 - $974,005	11,268 Added 17.0%	77,534 $6.7 Million
Q2 2018 Aug 13, 2018	BUY	$84.96 - $86.46 $1.54 Million - $1.56 Million	18,077 Added 37.51%	66,266 $5.64 Million
Q1 2018 May 14, 2018	BUY	$84.92 - $87.97 $1.47 Million - $1.52 Million	17,288 Added 55.95%	48,189 $4.13 Million
Q4 2017 Feb 14, 2018	BUY	$86.68 - $88.69 $1.4 Million - $1.44 Million	16,181 Added 109.93%	30,901 $2.7 Million
Q3 2017 Nov 17, 2017	BUY	$87.79 - $88.76 $1.29 Million - $1.31 Million	14,720	14,720 $1.31 Million

Others Institutions Holding HYG

# of Institutions

1,160

Shares Held

224M

Call Options Held

95.6M

Put Options Held

320M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

More about HYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Betterment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Betterment LLC with notifications on news.

Account