Betterment LLC Ishares Tr Msci Eafe Small Cap Transaction History

Betterment LLC

$37.2 Billion
Q1 2024

A detailed history of Betterment LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Betterment LLC holds 4,045 shares of SCZ stock, worth $254,349. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,045

Previous 3,750 7.87%

Holding current value

$254,349

Previous $232,000 10.34%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$59.15 - $63.58 $17,449 - $18,756	295 Added 7.87%	4,045 $256,000
Q4 2023 Feb 09, 2024	BUY	$52.38 - $61.98 $196,425 - $232,425	3,750 New	3,750 $232,000
Q1 2020 May 14, 2020	SELL	$38.34 - $62.84 $1.33 Million - $2.17 Million	-34,589 Closed	0 $0
Q4 2019 Jan 31, 2020	SELL	$55.92 - $62.67 $1.72 Million - $1.93 Million	-30,820 Reduced 47.12%	34,589 $2.15 Million
Q2 2019 Aug 14, 2019	BUY	$55.8 - $59.5 $14,898 - $15,886	267 Added 0.41%	65,409 $3.75 Million

Q1 2019 Apr 11, 2019	BUY	$51.31 - $58.06 $519,205 - $587,509	10,119 Added 18.39%	65,142 $3.74 Million
Q4 2018 Feb 06, 2019	BUY	$49.58 - $62.49 $531,745 - $670,205	10,725 Added 24.21%	55,023 $2.85 Million
Q3 2018 Nov 14, 2018	BUY	$60.38 - $63.97 $510,392 - $540,738	8,453 Added 23.58%	44,298 $2.76 Million
Q2 2018 Aug 13, 2018	BUY	$62.31 - $66.88 $19,253 - $20,665	309 Added 0.87%	35,845 $2.25 Million
Q1 2018 May 14, 2018	BUY	$62.72 - $69.19 $864,407 - $953,576	13,782 Added 63.35%	35,536 $2.33 Million
Q4 2017 Feb 14, 2018	BUY	$61.68 - $64.5 $792,464 - $828,696	12,848 Added 144.26%	21,754 $1.4 Million
Q3 2017 Nov 17, 2017	BUY	$61.06 - $62.0 $543,800 - $552,172	8,906	8,906 $552,000

Others Institutions Holding SCZ

# of Institutions

719

Shares Held

110M

Call Options Held

12.6K

Put Options Held

22.8K

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About ISHARES TR MSCI EAFE SMALL CAP

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