Betterment LLC Ishares Barclays 3 7 Yr Treas Transaction History

Betterment LLC

$38.6 Billion
Q2 2024

A detailed history of Betterment LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Betterment LLC holds 5,666 shares of IEI stock, worth $668,191. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,666

Previous 5,607 1.05%

Holding current value

$668,191

Previous $649,000 0.77%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$113.43 - $115.88 $6,692 - $6,836	59 Added 1.05%	5,666 $654,000
Q1 2024 May 10, 2024	BUY	$114.97 - $117.54 $54,035 - $55,243	470 Added 9.15%	5,607 $649,000
Q4 2023 Feb 09, 2024	BUY	$111.61 - $117.37 $313,624 - $329,809	2,810 Added 120.76%	5,137 $601,000
Q3 2023 Nov 09, 2023	SELL	$112.76 - $116.14 $743,877 - $766,175	-6,597 Reduced 73.92%	2,327 $263,000
Q2 2023 Aug 07, 2023	BUY	$115.23 - $119.04 $192,779 - $199,153	1,673 Added 23.07%	8,924 $1.03 Million
Q1 2023 May 15, 2023	BUY	$113.55 - $118.41 $386,070 - $402,594	3,400 Added 88.29%	7,251 $853,000
Q4 2022 Feb 13, 2023	BUY	$112.33 - $116.76 $432,582 - $449,642	3,851 New	3,851 $442,000
Q4 2019 Jan 31, 2020	SELL	$125.41 - $127.8 $595,822 - $607,177	-4,751 Closed	0 $0
Q2 2019 Aug 14, 2019	SELL	N/A	-12,041 Reduced 71.71%	4,751 $597,000
Q1 2019 Apr 11, 2019	SELL	N/A	-22,655 Reduced 57.43%	16,792 $2.07 Million
Q4 2018 Feb 06, 2019	BUY	N/A	12,337 Added 45.51%	39,447 $4.79 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-4,766 Reduced 14.95%	27,110 $3.23 Million
Q2 2018 Aug 13, 2018	BUY	N/A	5,142 Added 19.23%	31,876 $3.83 Million
Q1 2018 May 14, 2018	BUY	N/A	13,640 Added 104.17%	26,734 $3.2 Million
Q4 2017 Feb 14, 2018	BUY	N/A	7,189 Added 121.74%	13,094 $1.6 Million
Q3 2017 Nov 17, 2017	BUY	N/A	1,340 Added 29.35%	5,905 $729,000
Q2 2017 Aug 14, 2017	BUY	N/A	4,565	4,565 $564,000

Others Institutions Holding IEI

# of Institutions

728

Shares Held

85.7M

Call Options Held

144K

Put Options Held

1.79M

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
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