Betterment LLC Ishares Esg Advanced Msci Usa Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Betterment LLC holds 7,312 shares of USXF stock, worth $405,377. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,312

Previous 6,755 8.25%

Holding current value

$405,377

Previous $335,000 1.79%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$46.38 - $52.65 $25,833 - $29,326	557 Added 8.25%	7,312 $341,000
Q4 2024 Feb 14, 2025	SELL	$48.45 - $52.57 $6,250 - $6,781	-129 Reduced 1.87%	6,755 $335,000
Q3 2024 Nov 14, 2024	BUY	$43.59 - $49.35 $1,220 - $1,381	28 Added 0.41%	6,884 $337,000
Q2 2024 Aug 14, 2024	SELL	$41.56 - $47.79 $79,545 - $91,470	-1,914 Reduced 21.82%	6,856 $319,000
Q1 2024 May 10, 2024	SELL	$38.81 - $45.23 $36,559 - $42,606	-942 Reduced 9.7%	8,770 $395,000
Q4 2023 Feb 09, 2024	SELL	$33.24 - $39.9 $19,644 - $23,580	-591 Reduced 5.74%	9,712 $386,000
Q3 2023 Nov 09, 2023	SELL	$34.33 - $37.33 $4,977 - $5,412	-145 Reduced 1.39%	10,303 $357,000
Q2 2023 Aug 07, 2023	SELL	$32.33 - $35.95 $11,962 - $13,301	-370 Reduced 3.42%	10,448 $376,000
Q1 2023 May 15, 2023	SELL	$30.39 - $33.7 $41,512 - $46,034	-1,366 Reduced 11.21%	10,818 $358,000
Q4 2022 Feb 13, 2023	SELL	$27.72 - $32.46 $39,306 - $46,028	-1,418 Reduced 10.42%	12,184 $374,000
Q2 2022 Aug 10, 2022	BUY	$28.63 - $36.15 $22,503 - $28,413	786 Added 6.13%	13,602 $406,000
Q1 2022 May 16, 2022	BUY	$32.88 - $39.25 $6,082 - $7,261	185 Added 1.46%	12,816 $457,000
Q4 2021 Feb 15, 2022	BUY	$35.87 - $39.84 $27,368 - $30,397	763 Added 6.43%	12,631 $498,000
Q3 2021 Nov 15, 2021	BUY	$35.77 - $38.35 $155,957 - $167,206	4,360 Added 58.07%	11,868 $429,000
Q2 2021 Aug 10, 2021	BUY	$33.56 - $36.33 $251,968 - $272,765	7,508 New	7,508 $273,000

Others Institutions Holding USXF

# of Institutions

265

Shares Held

20.9M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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