Betterment LLC Ishares Russell 3000 ETF Transaction History

Betterment LLC

  • $41.6 Billion
  • Q4 2024

A detailed history of Betterment LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Betterment LLC holds 2,864 shares of IWV stock, worth $998,132. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,864
Previous 2,560 11.88%
Holding current value
$998,132
Previous $836,000 14.47%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$323.08 - $349.08 $98,216 - $106,120
304 Added 11.88%
2,864 $957,000
Q3 2024

Nov 14, 2024
BUY
$294.75 - $326.73 $20,043 - $22,217
68 Added 2.73%
2,560 $836,000
Q2 2024

Aug 14, 2024
SELL
$283.16 - $309.9 $148,375 - $162,387
-524 Reduced 17.37%
2,492 $769,000
Q1 2024

May 10, 2024
BUY
$268.36 - $300.08 $132,569 - $148,239
494 Added 19.59%
3,016 $905,000
Q4 2023

Feb 09, 2024
SELL
$234.36 - $274.87 $63,980 - $75,039
-273 Reduced 9.77%
2,522 $690,000
Q3 2023

Nov 09, 2023
BUY
$243.9 - $263.56 $54,389 - $58,773
223 Added 8.67%
2,795 $684,000
Q2 2023

Aug 07, 2023
SELL
$231.57 - $254.48 $26,630 - $29,265
-115 Reduced 4.28%
2,572 $655,000
Q1 2023

May 15, 2023
BUY
$218.83 - $242.18 $1,750 - $1,937
8 Added 0.3%
2,687 $633,000
Q4 2022

Feb 13, 2023
BUY
$206.89 - $235.47 $113,168 - $128,802
547 Added 25.66%
2,679 $591,000
Q2 2022

Aug 10, 2022
BUY
$210.65 - $265.31 $28,016 - $35,286
133 Added 6.65%
2,132 $463,000
Q1 2022

May 16, 2022
BUY
$242.02 - $279.09 $167,235 - $192,851
691 Added 52.83%
1,999 $524,000
Q4 2021

Feb 15, 2022
BUY
$254.66 - $279.11 $97,280 - $106,620
382 Added 41.25%
1,308 $363,000
Q3 2021

Nov 15, 2021
BUY
$251.89 - $269.0 $233,250 - $249,094
926 New
926 $236,000

Others Institutions Holding IWV

# of Institutions
921
Shares Held
31.5M
Call Options Held
15.9K
Put Options Held
6.3K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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