Betterment LLC Ishares Msci Usa Min Vol Facto Transaction History

Betterment LLC

$41.6 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	SELL	$77.86 - $83.58 $146,921 - $157,715	-1,887 Reduced 39.62%	2,876 $240,000
Q4 2023 Feb 09, 2024	SELL	$70.56 - $78.63 $395,629 - $440,878	-5,607 Reduced 54.07%	4,763 $371,000
Q3 2023 Nov 09, 2023	BUY	$72.38 - $76.06 $88,303 - $92,793	1,220 Added 13.33%	10,370 $750,000
Q2 2023 Aug 07, 2023	SELL	$71.44 - $74.33 $53,222 - $55,375	-745 Reduced 7.53%	9,150 $680,000
Q1 2023 May 15, 2023	SELL	$69.12 - $73.78 $1.76 Million - $1.88 Million	-25,501 Reduced 72.04%	9,895 $720,000
Q4 2022 Feb 13, 2023	BUY	$65.75 - $75.5 $922,867 - $1.06 Million	14,036 Added 65.71%	35,396 $2.55 Million
Q2 2022 Aug 10, 2022	BUY	$66.73 - $79.1 $1.43 Million - $1.69 Million	21,360 New	21,360 $1.5 Million

Others Institutions Holding USMV

# of Institutions

1,291

Shares Held

199M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$1.96 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.46 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$921 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$890 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$481 Million
0.22% of portfolio

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