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Betterment LLC
> IVE
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | iSHARES TRUST | IVE | 484,980 | -13,917 | 78,174,000 | 2,461,000 | $161.19 |
03/31/2023 | iSHARES TRUST | IVE | 498,897 | -33,663 | 75,713,000 | 2,507,000 | $151.76 |
09/30/2022 | iSHARES TRUST | IVE | 532,560 | 0 | 73,206,000 | 0 | $137.46 |
06/30/2022 | iSHARES TRUST | IVE | 532,560 | -14,449 | 73,206,000 | -11,974,000 | $137.46 |
03/31/2022 | iSHARES TRUST | IVE | 547,009 | -15,461 | 85,180,000 | -2,920,000 | $155.72 |
12/31/2021 | iSHARES TRUST | IVE | 562,470 | -14,080 | 88,100,000 | 4,258,000 | $156.63 |
09/30/2021 | iSHARES TRUST | IVE | 576,550 | -35,303 | 83,842,000 | -2,576,000 | $145.42 |
03/31/2021 | iSHARES TRUST | IVE | 611,853 | -37,839 | 86,418,000 | 3,244,000 | $141.24 |
12/31/2020 | iSHARES TRUST | IVE | 649,692 | -26,480 | 83,174,000 | 7,138,000 | $128.02 |
09/30/2020 | iSHARES TRUST | IVE | 676,172 | -49,268 | 76,036,000 | -2,464,000 | $112.45 |
06/30/2020 | iSHARES TRUST | IVE | 725,440 | -182,810 | 78,500,000 | -8,919,000 | $108.21 |
03/31/2020 | iSHARES TRUST | IVE | 908,250 | -109,608 | 87,419,000 | -44,994,000 | $96.25 |
12/31/2019 | iSHARES TRUST | IVE | 1,017,858 | -94,772 | 132,413,000 | 2,714,000 | $130.09 |
09/30/2019 | iSHARES TRUST | IVE | 1,112,630 | 0 | 129,699,000 | 0 | $116.57 |
06/30/2019 | iSHARES TRUST | IVE | 1,112,630 | -69,335 | 129,699,000 | -3,556,000 | $116.57 |
03/31/2019 | iSHARES TRUST | IVE | 1,181,965 | -57,791 | 133,255,000 | 7,866,000 | $112.74 |
12/31/2018 | iSHARES TRUST | IVE | 1,239,756 | -11,373 | 125,389,000 | -19,542,000 | $101.14 |
09/30/2018 | iSHARES TRUST | IVE | 1,251,129 | -376,226 | 144,931,000 | -34,290,000 | $115.84 |
06/30/2018 | iSHARES TRUST | IVE | 1,627,355 | 11,901 | 179,221,000 | 1,699,000 | $110.13 |
03/31/2018 | iSHARES TRUST | IVE | 1,615,454 | 197,197 | 177,522,000 | 15,500,000 | $109.89 |
12/31/2017 | iSHARES TRUST | IVE | 1,418,257 | -39,717 | 162,022,000 | 4,692,000 | $114.24 |
09/30/2017 | iSHARES TRUST | IVE | 1,457,974 | -24,197 | 157,330,000 | 1,761,000 | $107.91 |
06/30/2017 | iSHARES TRUST | IVE | 1,482,171 | 5,440 | 155,569,000 | 1,930,000 | $104.96 |
03/31/2017 | iSHARES TRUST | IVE | 1,476,731 | -31,629 | 153,639,000 | 721,000 | $104.04 |
12/31/2016 | iSHARES TRUST | IVE | 1,508,360 | -4,498 | 152,918,000 | 9,257,000 | $101.38 |
09/30/2016 | iSHARES TRUST | IVE | 1,512,858 | 92,292 | 143,661,000 | 11,690,000 | $94.96 |
06/30/2016 | iSHARES TRUST | IVE | 1,420,566 | 27,887 | 131,971,000 | 6,727,000 | $92.90 |
03/31/2016 | iSHARES TRUST | IVE | 1,392,679 | 1,392,679 | 125,244,000 | 125,244,000 | $89.93 |
12/31/2015 | iSHARES TRUST | IVE | 1,250,949 | 105,473 | 110,747,000 | 14,493,000 | $88.53 |
09/30/2015 | iSHARES TRUST | IVE | 1,145,476 | 130,527 | 96,254,000 | 2,666,000 | $84.03 |
06/30/2015 | iSHARES TRUST | IVE | 1,014,949 | 47,918 | 93,588,000 | 4,080,000 | $92.21 |
03/31/2015 | iSHARES TRUST | IVE | 967,031 | -1,759 | 89,508,000 | -1,335,000 | $92.56 |
12/31/2014 | iSHARES TRUST | IVE | 968,790 | 968,790 | 90,843,000 | 90,843,000 | $93.77 |
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