Betterment LLC Ishares Esg Aware Msci Usa Sma Transaction History

Betterment LLC

$37.2 Billion
Q1 2024

A detailed history of Betterment LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Betterment LLC holds 474,446 shares of ESML stock, worth $18.1 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

474,446

Previous 430,730 10.15%

Holding current value

$18.1 Million

Previous $16.4 Million 16.69%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$32.22 - $35.26 $9.74 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

# of Institutions

395

Shares Held

32.1M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
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