A detailed history of Betterment LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Betterment LLC holds 1,491,317 shares of ESML stock, worth $65.2 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,491,317
Previous 1,375,401 8.43%
Holding current value
$65.2 Million
Previous $53 Million 17.78%
% of portfolio
0.15%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$38.03 - $42.06 $4.41 Million - $4.88 Million
115,916 Added 8.43%
1,491,317 $62.4 Million
Q2 2024

Aug 14, 2024

BUY
$36.99 - $39.96 $33.3 Million - $36 Million
900,955 Added 189.9%
1,375,401 $53 Million
Q1 2024

May 10, 2024

BUY
$36.33 - $40.27 $1.59 Million - $1.76 Million
43,716 Added 10.15%
474,446 $19.1 Million
Q4 2023

Feb 09, 2024

SELL
$30.96 - $38.59 $395,204 - $492,601
-12,765 Reduced 2.88%
430,730 $16.4 Million
Q3 2023

Nov 09, 2023

BUY
$33.21 - $37.37 $465,703 - $524,039
14,023 Added 3.27%
443,495 $14.9 Million
Q2 2023

Aug 07, 2023

BUY
$32.46 - $35.52 $2.26 Million - $2.47 Million
69,605 Added 19.34%
429,472 $15.3 Million
Q1 2023

May 15, 2023

BUY
$32.27 - $37.51 $1.6 Million - $1.87 Million
49,734 Added 16.04%
359,867 $12.2 Million
Q4 2022

Feb 13, 2023

BUY
$31.03 - $35.26 $9.38 Million - $10.7 Million
302,236 Added 3827.23%
310,133 $10.2 Million
Q2 2022

Aug 10, 2022

BUY
$30.34 - $38.42 $34,860 - $44,144
1,149 Added 17.03%
7,897 $249,000
Q1 2022

May 16, 2022

BUY
$35.57 - $40.83 $240,026 - $275,520
6,748 New
6,748 $257,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
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