Betterment LLC Ishares Msci Usa Small Cap Min Transaction History

Betterment LLC

$41.6 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$36.63 - $39.41 $215,933 - $232,321	-5,895 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$36.89 - $39.03 $217,466 - $230,081	5,895 New	5,895 $219,000

Others Institutions Holding SMMV

# of Institutions

132

Shares Held

6M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.03M
Shares

$45.4 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

760K
Shares

$33.4 Million
0.07% of portfolio
Envestnet Asset Management Inc

602K
Shares

$26.5 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

409K
Shares

$18 Million
0.02% of portfolio
Wealth Management Resources, Inc.

335K
Shares

$14.8 Million
5.47% of portfolio

About ISHARES MSCI USA SMALL-CAP MIN

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