Betterment LLC Ishares Tr Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Ishares Tr stock. As of the latest transaction made, Betterment LLC holds 10,672,579 shares of IEFA stock, worth $872 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares

10,672,579

Previous 11,366,549 6.11%

Holding current value

$872 Million

Previous $799 Million 1.07%

% of portfolio

1.92%

Previous 1.92%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$69.57 - $78.65 $48.3 Million - $54.6 Million	-693,970 Reduced 6.11%	10,672,579 $807 Million
Q4 2024 Feb 14, 2025	SELL	$70.06 - $77.43 $430,098 - $475,342	-6,139 Reduced 0.05%	11,366,549 $799 Million
Q3 2024 Nov 14, 2024	SELL	$70.09 - $78.74 $21.3 Million - $24 Million	-304,494 Reduced 2.61%	11,372,688 $888 Million
Q2 2024 Aug 14, 2024	BUY	$70.77 - $76.19 $2.07 Million - $2.23 Million	29,267 Added 0.25%	11,677,182 $848 Million
Q1 2024 May 10, 2024	SELL	$68.14 - $74.43 $27.3 Million - $29.9 Million	-401,217 Reduced 3.33%	11,647,915 $865 Million
Q4 2023 Feb 09, 2024	SELL	$61.3 - $70.47 $15.1 Million - $17.4 Million	-246,270 Reduced 2.0%	12,049,132 $848 Million
Q3 2023 Nov 09, 2023	BUY	$64.04 - $69.58 $9.5 Million - $10.3 Million	148,393 Added 1.22%	12,295,402 $791 Million
Q2 2023 Aug 07, 2023	SELL	$66.03 - $69.1 $18.4 Million - $19.2 Million	-278,364 Reduced 2.24%	12,147,009 $820 Million
Q1 2023 May 15, 2023	BUY	$62.17 - $67.7 $7.69 Million - $8.38 Million	123,730 Added 1.01%	12,425,373 $831 Million
Q4 2022 Feb 13, 2023	BUY	$52.35 - $63.65 $162 Million - $197 Million	3,092,198 Added 33.58%	12,301,643 $758 Million
Q2 2022 Aug 10, 2022	SELL	$57.91 - $70.46 $33.9 Million - $41.2 Million	-585,370 Reduced 5.98%	9,209,445 $542 Million
Q1 2022 May 16, 2022	BUY	$63.26 - $75.48 $133 Million - $159 Million	2,107,835 Added 27.42%	9,794,815 $681 Million
Q4 2021 Feb 15, 2022	BUY	$72.36 - $77.76 $118 Million - $126 Million	1,626,713 Added 26.84%	7,686,980 $574 Million
Q3 2021 Nov 15, 2021	BUY	$72.98 - $78.2 $13.4 Million - $14.3 Million	183,475 Added 3.12%	6,060,267 $450 Million
Q2 2021 Aug 10, 2021	SELL	$73.11 - $77.88 $14.2 Million - $15.1 Million	-193,553 Reduced 3.19%	5,876,792 $440 Million
Q1 2021 Jun 01, 2021	SELL	$68.58 - $73.12 $11.7 Million - $12.5 Million	-171,130 Reduced 2.74%	6,070,345 $437 Million
Q4 2020 Feb 12, 2021	BUY	$58.13 - $69.71 $5.82 Million - $6.97 Million	100,043 Added 1.63%	6,241,475 $431 Million
Q3 2020 Nov 10, 2020	SELL	$57.43 - $62.28 $2.06 Million - $2.23 Million	-35,854 Reduced 0.58%	6,141,432 $370 Million
Q2 2020 Aug 11, 2020	BUY	$47.43 - $60.75 $134 Million - $172 Million	2,835,399 Added 84.84%	6,177,286 $353 Million
Q1 2020 May 14, 2020	BUY	$43.31 - $66.12 $123 Million - $187 Million	2,828,776 Added 551.3%	3,341,887 $167 Million
Q4 2019 Jan 31, 2020	BUY	$59.36 - $65.51 $301,548 - $332,790	5,080 Added 1.0%	513,111 $33.5 Million
Q2 2019 Aug 14, 2019	BUY	$59.39 - $62.73 $586,179 - $619,145	9,870 Added 1.98%	508,031 $31.2 Million
Q1 2019 Apr 11, 2019	BUY	$54.44 - $61.46 $4.37 Million - $4.93 Million	80,287 Added 19.21%	498,161 $30.3 Million
Q4 2018 Feb 06, 2019	BUY	$53.06 - $64.19 $934,439 - $1.13 Million	17,611 Added 4.4%	417,874 $23 Million
Q3 2018 Nov 14, 2018	BUY	$61.82 - $65.16 $11.3 Million - $11.9 Million	182,782 Added 84.05%	400,263 $25.6 Million
Q2 2018 Aug 13, 2018	BUY	$62.74 - $67.79 $5.12 Million - $5.53 Million	81,538 Added 59.98%	217,481 $13.8 Million
Q1 2018 May 14, 2018	BUY	$64.18 - $70.84 $7.58 Million - $8.37 Million	118,164 Added 664.63%	135,943 $9.06 Million
Q4 2017 Feb 14, 2018	SELL	$64.09 - $66.44 $6.33 Million - $6.56 Million	-98,793 Reduced 84.75%	17,779 $1.18 Million
Q3 2017 Nov 17, 2017	SELL	$62.19 - $64.17 $4.52 Million - $4.66 Million	-72,621 Reduced 38.38%	116,572 $7.48 Million
Q2 2017 Aug 14, 2017	BUY	N/A	189,193	189,193 $11.5 Million

Others Institutions Holding IEFA

# of Institutions

2,254

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.5K

View Full List

About ISHARES TR

Ticker IEFA
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