Betterment LLC Ishares Tr Russell 1000 ETF Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Betterment LLC holds 1,368 shares of IWB stock, worth $419,989. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,368

Previous 2,502 45.32%

Holding current value

$419,989

Previous $786,000 44.02%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$311.11 - $335.64 $352,798 - $380,615	-1,134 Reduced 45.32%	1,368 $440,000
Q3 2024 Nov 14, 2024	BUY	$283.28 - $314.39 $89,799 - $99,661	317 Added 14.51%	2,502 $786,000
Q2 2024 Aug 14, 2024	BUY	$272.21 - $298.72 $55,258 - $60,640	203 Added 10.24%	2,185 $650,000
Q1 2024 May 10, 2024	BUY	$257.46 - $288.1 $80,070 - $89,599	311 Added 18.61%	1,982 $570,000
Q4 2023 Feb 09, 2024	BUY	$225.16 - $263.17 $26,118 - $30,527	116 Added 7.46%	1,671 $438,000
Q3 2023 Nov 09, 2023	BUY	$234.05 - $252.17 $163,366 - $176,014	698 Added 81.45%	1,555 $365,000
Q2 2023 Aug 07, 2023	SELL	$221.85 - $243.74 $226,508 - $248,858	-1,021 Reduced 54.37%	857 $209,000
Q1 2023 May 15, 2023	BUY	$208.78 - $230.55 $149,695 - $165,304	717 Added 61.76%	1,878 $423,000
Q4 2022 Feb 13, 2023	SELL	$196.94 - $224.49 $377,140 - $429,898	-1,915 Reduced 62.26%	1,161 $244,000
Q2 2022 Aug 10, 2022	BUY	$201.03 - $253.2 $216,308 - $272,443	1,076 Added 53.8%	3,076 $639,000
Q1 2022 May 16, 2022	BUY	$230.48 - $266.11 $246,152 - $284,205	1,068 Added 114.59%	2,000 $500,000
Q4 2021 Feb 15, 2022	BUY	$241.33 - $266.02 $224,919 - $247,930	932 New	932 $246,000
Q2 2021 Aug 10, 2021	SELL	$226.48 - $242.11 $232,142 - $248,162	-1,025 Closed	0 $0
Q1 2021 Jun 01, 2021	SELL	$208.89 - $225.24 $280,330 - $302,272	-1,342 Reduced 56.7%	1,025 $229,000
Q4 2020 Feb 12, 2021	BUY	$182.85 - $211.84 $117,206 - $135,789	641 Added 37.14%	2,367 $501,000
Q3 2020 Nov 10, 2020	SELL	$172.79 - $199.44 $162,768 - $187,872	-942 Reduced 35.31%	1,726 $323,000
Q2 2020 Aug 11, 2020	BUY	$135.3 - $179.75 $1,623 - $2,157	12 Added 0.45%	2,668 $458,000
Q1 2020 May 14, 2020	BUY	$122.99 - $188.06 $326,661 - $499,487	2,656 New	2,656 $376,000
Q2 2018 Aug 13, 2018	SELL	N/A	-1,360 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	1,360 New	1,360 $200,000

Others Institutions Holding IWB

# of Institutions

1,472

Shares Held

98.2M

Call Options Held

79.9K

Put Options Held

306K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

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