Betterment LLC Ishares Barclays 3 7 Yr Treas Transaction History

Betterment LLC

$50.6 Billion
Q3 2025

A detailed history of Betterment LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Betterment LLC holds 17,747 shares of IEI stock, worth $2.12 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,747

Previous 7,501 136.6%

Holding current value

$2.12 Million

Previous $893,000 137.51%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$117.65 - $120.08 $1.21 Million - $1.23 Million	10,246 Added 136.6%	17,747 $2.12 Million
Q2 2025 Aug 14, 2025	SELL	$116.93 - $119.39 $112,720 - $115,091	-964 Reduced 11.39%	7,501 $893,000
Q1 2025 May 15, 2025	BUY	$114.57 - $118.14 $24,174 - $24,927	211 Added 2.56%	8,465 $1 Million
Q4 2024 Feb 14, 2025	BUY	$115.08 - $119.55 $76,413 - $79,381	664 Added 8.75%	8,254 $953,000
Q3 2024 Nov 14, 2024	BUY	$114.73 - $120.23 $220,740 - $231,322	1,924 Added 33.96%	7,590 $907,000

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

900

Shares Held

120M

Call Options Held

920K

Put Options Held

933K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

More about IEI

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