Betterment LLC Ishares Tr Transaction History
Betterment LLC
- $50.6 Billion
- Q3 2025
A detailed history of Betterment LLC transactions in Ishares Tr stock. As of the latest transaction made, Betterment LLC holds 24,771 shares of LRGF stock, worth $1.7 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
24,771
Previous 24,567
0.83%
Holding current value
$1.7 Million
Previous $1.58 Million
8.63%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding LRGF
# of Institutions
238Shares Held
39.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.81MShares$262 Million13.34% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.48MShares$240 Million11.9% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.49MShares$171 Million5.44% of portfolio
-
Wells Fargo & Company San Francisco, CA2.42MShares$167 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.22MShares$153 Million25.11% of portfolio