Betterment LLC Ishares Russell Mid Cap ETF Transaction History

Betterment LLC

$41.6 Billion
Q3 2024

A detailed history of Betterment LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Betterment LLC holds 4,029 shares of IWR stock, worth $368,008. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,029

Previous 3,930 2.52%

Holding current value

$368,008

Previous $319,000 11.29%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$79.92 - $88.19 $7,912 - $8,730	99 Added 2.52%	4,029 $355,000
Q2 2024 Aug 14, 2024	BUY	$78.66 - $83.59 $8,573 - $9,111	109 Added 2.85%	3,930 $319,000
Q1 2024 May 10, 2024	BUY	$75.37 - $84.09 $16,882 - $18,836	224 Added 6.23%	3,821 $321,000
Q4 2023 Feb 09, 2024	BUY	$64.84 - $78.27 $18,090 - $21,837	279 Added 8.41%	3,597 $279,000
Q3 2023 Nov 09, 2023	BUY	$68.54 - $75.91 $14,324 - $15,865	209 Added 6.72%	3,318 $229,000
Q2 2023 Aug 07, 2023	BUY	$67.49 - $73.03 $16,467 - $17,819	244 Added 8.52%	3,109 $227,000
Q1 2023 May 15, 2023	SELL	$66.27 - $75.04 $9,741 - $11,030	-147 Reduced 4.88%	2,865 $200,000
Q4 2022 Feb 13, 2023	BUY	$62.09 - $71.89 $187,015 - $216,532	3,012 New	3,012 $203,000

Others Institutions Holding IWR

# of Institutions

1,410

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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