A detailed history of Betterment LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Betterment LLC holds 8,749 shares of IVW stock, worth $853,202. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,749
Previous 8,228 6.33%
Holding current value
$853,202
Previous $694,000 16.71%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$79.31 - $93.31 $41,320 - $48,614
521 Added 6.33%
8,749 $810,000
Q1 2024

May 10, 2024

SELL
$72.87 - $85.14 $293,228 - $342,603
-4,024 Reduced 32.84%
8,228 $694,000
Q4 2023

Feb 09, 2024

BUY
$65.78 - $75.4 $252,660 - $289,611
3,841 Added 45.67%
12,252 $920,000
Q3 2023

Nov 09, 2023

BUY
$68.05 - $72.66 $84,382 - $90,098
1,240 Added 17.29%
8,411 $575,000
Q2 2023

Aug 07, 2023

SELL
$63.21 - $70.48 $72,185 - $80,488
-1,142 Reduced 13.74%
7,171 $505,000
Q1 2023

May 15, 2023

BUY
$57.25 - $63.89 $67,669 - $75,517
1,182 Added 16.58%
8,313 $531,000
Q4 2022

Feb 13, 2023

BUY
$56.73 - $63.56 $98,937 - $110,848
1,744 Added 32.37%
7,131 $417,000
Q2 2022

Aug 10, 2022

BUY
$58.13 - $77.8 $10,463 - $14,004
180 Added 3.46%
5,387 $325,000
Q1 2022

May 16, 2022

BUY
$68.33 - $84.32 $3,074 - $3,794
45 Added 0.87%
5,207 $398,000
Q4 2021

Feb 15, 2022

BUY
$73.18 - $84.81 $73 - $84
1 Added 0.02%
5,162 $432,000
Q2 2021

Aug 10, 2021

BUY
$65.96 - $72.81 $340,419 - $375,772
5,161 New
5,161 $375,000

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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