Betterment LLC Ishares Russell 2000 ETF Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Betterment LLC holds 5,889 shares of IWM stock, worth $1.21 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,889

Previous 6,110 3.62%

Holding current value

$1.21 Million

Previous $1.35 Million 12.96%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$198.1 - $229.79 $43,780 - $50,783	-221 Reduced 3.62%	5,889 $1.18 Million
Q4 2024 Feb 14, 2025	BUY	$216.13 - $242.4 $128,597 - $144,228	595 Added 10.79%	6,110 $1.35 Million
Q3 2024 Nov 14, 2024	BUY	$200.87 - $224.6 $42,584 - $47,615	212 Added 4.0%	5,515 $1.22 Million
Q2 2024 Aug 14, 2024	BUY	$192.84 - $209.44 $85,620 - $92,991	444 Added 9.14%	5,303 $1.08 Million
Q1 2024 May 10, 2024	BUY	$189.48 - $210.3 $360,012 - $399,570	1,900 Added 64.21%	4,859 $1.02 Million
Q4 2023 Feb 09, 2024	BUY	$162.21 - $204.82 $102,516 - $129,446	632 Added 27.16%	2,959 $593,000
Q3 2023 Nov 09, 2023	BUY	$174.36 - $198.71 $139,488 - $158,968	800 Added 52.39%	2,327 $411,000
Q2 2023 Aug 07, 2023	BUY	$170.4 - $187.93 $260,200 - $286,969	1,527 New	1,527 $286,000
Q4 2022 Feb 13, 2023	BUY	$166.81 - $188.05 $256,887 - $289,597	1,540 New	1,540 $269,000
Q2 2022 Aug 10, 2022	SELL	$163.9 - $207.91 $228,148 - $289,410	-1,392 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$191.52 - $225.32 $60,328 - $70,975	315 Added 29.25%	1,392 $286,000
Q4 2021 Feb 15, 2022	SELL	$212.12 - $242.56 $117,938 - $134,863	-556 Reduced 34.05%	1,077 $240,000
Q3 2021 Nov 15, 2021	SELL	$211.73 - $231.39 $32,182 - $35,171	-152 Reduced 8.52%	1,633 $357,000
Q2 2021 Aug 10, 2021	BUY	$211.85 - $232.89 $46,818 - $51,468	221 Added 14.13%	1,785 $409,000
Q1 2021 Jun 01, 2021	BUY	$193.5 - $234.42 $80,689 - $97,753	417 Added 36.36%	1,564 $346,000
Q4 2020 Feb 12, 2021	BUY	$152.18 - $199.14 $174,550 - $228,413	1,147 New	1,147 $225,000

Others Institutions Holding IWM

# of Institutions

2,856

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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