Betterment LLC Ishares S&P Midcap 400 Growth Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Betterment LLC holds 4,743 shares of IJK stock, worth $424,593. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,743

Previous 4,799 1.17%

Holding current value

$424,593

Previous $441,000 2.27%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$90.66 - $99.46 $5,076 - $5,569	-56 Reduced 1.17%	4,743 $431,000
Q3 2024 Nov 14, 2024	BUY	$84.81 - $93.54 $4,834 - $5,331	57 Added 1.2%	4,799 $441,000
Q2 2024 Aug 14, 2024	SELL	$84.85 - $91.12 $254 - $273	-3 Reduced 0.06%	4,742 $418,000
Q1 2024 May 10, 2024	SELL	$76.81 - $91.25 $13,672 - $16,242	-178 Reduced 3.62%	4,745 $432,000
Q4 2023 Feb 09, 2024	BUY	$67.78 - $80.04 $12,200 - $14,407	180 Added 3.8%	4,923 $390,000
Q3 2023 Nov 09, 2023	BUY	$71.48 - $77.94 $339,029 - $369,669	4,743 New	4,743 $342,000

Others Institutions Holding IJK

# of Institutions

973

Shares Held

70.6M

Call Options Held

4.2K

Put Options Held

800

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About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
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