Betterment LLC Ishares Tr Transaction History

Betterment LLC

$47 Billion
Q2 2025

A detailed history of Betterment LLC transactions in Ishares Tr stock. As of the latest transaction made, Betterment LLC holds 865,310 shares of SHV stock, worth $95.4 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

865,310

Previous 1,118,795 22.66%

Holding current value

$95.4 Million

Previous $124 Million 22.68%

% of portfolio

0.2%

Previous 0.29%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$110.06 - $110.46 $27.9 Million - $28 Million	-253,485 Reduced 22.66%	865,310 $95.5 Million
Q1 2025 May 15, 2025	SELL	$110.11 - $110.51 $20.3 Million - $20.4 Million	-184,429 Reduced 14.15%	1,118,795 $124 Million
Q4 2024 Feb 14, 2025	SELL	$109.92 - $110.57 $10.5 Million - $10.5 Million	-95,268 Reduced 6.81%	1,303,224 $143 Million
Q3 2024 Nov 14, 2024	SELL	$110.05 - $110.63 $21.2 Million - $21.3 Million	-192,223 Reduced 12.08%	1,398,492 $155 Million
Q2 2024 Aug 14, 2024	SELL	$110.04 - $110.51 $17.9 Million - $18 Million	-162,591 Reduced 9.27%	1,590,715 $176 Million
Q1 2024 May 10, 2024	SELL	$110.11 - $110.57 $58.4 Million - $58.6 Million	-530,086 Reduced 23.21%	1,753,306 $194 Million
Q4 2023 Feb 09, 2024	SELL	$109.86 - $110.59 $26.8 Million - $26.9 Million	-243,564 Reduced 9.64%	2,283,392 $251 Million
Q3 2023 Nov 09, 2023	SELL	$109.99 - $110.5 $24 Million - $24.1 Million	-218,163 Reduced 7.95%	2,526,956 $279 Million
Q2 2023 Aug 07, 2023	SELL	$110.0 - $110.45 $26.7 Million - $26.8 Million	-242,436 Reduced 8.11%	2,745,119 $303 Million
Q1 2023 May 15, 2023	SELL	$109.94 - $110.5 $38.4 Million - $38.6 Million	-349,392 Reduced 10.47%	2,987,555 $330 Million
Q4 2022 Feb 13, 2023	SELL	$109.74 - $110.1 $60.8 Million - $61 Million	-553,754 Reduced 14.23%	3,336,947 $367 Million
Q2 2022 Aug 10, 2022	SELL	$109.96 - $110.28 $56.3 Million - $56.5 Million	-512,206 Reduced 11.63%	3,890,701 $428 Million
Q1 2022 May 16, 2022	SELL	$110.22 - $110.4 $64.7 Million - $64.8 Million	-586,771 Reduced 11.76%	4,402,907 $485 Million
Q4 2021 Feb 15, 2022	SELL	$110.39 - $110.47 $79.1 Million - $79.1 Million	-716,227 Reduced 12.55%	4,989,678 $551 Million
Q3 2021 Nov 15, 2021	SELL	$110.46 - $110.49 $109 Million - $109 Million	-982,336 Reduced 14.69%	5,705,905 $630 Million
Q2 2021 Aug 10, 2021	SELL	$110.48 - $110.53 $109 Million - $109 Million	-984,368 Reduced 12.83%	6,688,241 $739 Million
Q1 2021 Jun 01, 2021	SELL	$110.51 - $110.53 $66.2 Million - $66.2 Million	-599,311 Reduced 7.25%	7,672,609 $848 Million
Q4 2020 Feb 12, 2021	SELL	$110.51 - $110.7 $31.7 Million - $31.7 Million	-286,802 Reduced 3.35%	8,271,920 $914 Million
Q3 2020 Nov 10, 2020	BUY	$110.7 - $110.74 $67 Million - $67 Million	605,079 Added 7.61%	8,558,722 $947 Million
Q2 2020 Aug 11, 2020	BUY	$110.71 - $110.94 $62 Million - $62.2 Million	560,322 Added 7.58%	7,953,643 $881 Million
Q1 2020 May 14, 2020	BUY	$110.45 - $111.07 $253 Million - $255 Million	2,294,975 Added 45.01%	7,393,321 $821 Million
Q4 2019 Jan 31, 2020	SELL	$110.39 - $110.72 $355 Million - $356 Million	-3,213,739 Reduced 38.66%	5,098,346 $563 Million
Q2 2019 Aug 14, 2019	BUY	$110.35 - $110.67 $75 Million - $75.2 Million	679,346 Added 8.9%	8,312,085 $920 Million
Q1 2019 Apr 11, 2019	BUY	$110.31 - $110.57 $207 Million - $207 Million	1,872,966 Added 32.52%	7,632,739 $844 Million
Q4 2018 Feb 06, 2019	BUY	$110.21 - $110.47 $228 Million - $228 Million	2,065,873 Added 55.93%	5,759,773 $635 Million
Q3 2018 Nov 14, 2018	BUY	N/A	1,520,709 Added 69.98%	3,693,900 $408 Million
Q2 2018 Aug 13, 2018	BUY	N/A	76,759 Added 3.66%	2,173,191 $240 Million
Q1 2018 May 14, 2018	BUY	N/A	459,321 Added 28.06%	2,096,432 $231 Million
Q4 2017 Feb 14, 2018	BUY	N/A	265,837 Added 19.39%	1,637,111 $180 Million
Q3 2017 Nov 17, 2017	BUY	N/A	191,980 Added 16.28%	1,371,274 $151 Million
Q2 2017 Aug 14, 2017	BUY	N/A	1,179,294	1,179,294 $130 Million

Others Institutions Holding SHV

# of Institutions

794

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR

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