Betterment LLC Ishares Core S&P U.S Growth Et Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Betterment LLC holds 5,773 shares of IUSG stock, worth $817,110. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,773

Previous 5,513 4.72%

Holding current value

$817,110

Previous $768,000 4.43%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$126.86 - $146.45 $32,983 - $38,077	260 Added 4.72%	5,773 $734,000
Q4 2024 Feb 14, 2025	SELL	$129.96 - $144.97 $56,402 - $62,916	-434 Reduced 7.3%	5,513 $768,000
Q3 2024 Nov 14, 2024	SELL	$116.79 - $133.54 $45,197 - $51,679	-387 Reduced 6.11%	5,947 $784,000
Q2 2024 Aug 14, 2024	BUY	$109.98 - $128.59 $111,409 - $130,261	1,013 Added 19.04%	6,334 $807,000
Q1 2024 May 10, 2024	BUY	$100.95 - $117.92 $96,811 - $113,085	959 Added 21.99%	5,321 $623,000
Q4 2023 Feb 09, 2024	BUY	$91.06 - $104.51 $10,654 - $12,227	117 Added 2.76%	4,362 $454,000
Q3 2023 Nov 09, 2023	BUY	$94.27 - $100.74 $59,484 - $63,566	631 Added 17.46%	4,245 $402,000
Q2 2023 Aug 07, 2023	BUY	$87.77 - $97.64 $20,801 - $23,140	237 Added 7.02%	3,614 $353,000
Q1 2023 May 15, 2023	BUY	$79.81 - $88.77 $269,518 - $299,776	3,377 New	3,377 $300,000

Others Institutions Holding IUSG

# of Institutions

822

Shares Held

120M

Call Options Held

300

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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