Betterment LLC Ishares Msci Usa Value Factor Transaction History

Betterment LLC

  • $41.6 Billion
  • Q4 2024

A detailed history of Betterment LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Betterment LLC holds 7,208 shares of VLUE stock, worth $780,049. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,208
Previous 5,387 33.8%
Holding current value
$780,049
Previous $587,000 29.64%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$104.01 - $115.38 $189,402 - $210,106
1,821 Added 33.8%
7,208 $761,000
Q3 2024

Nov 14, 2024
BUY
$99.14 - $109.18 $229,608 - $252,860
2,316 Added 75.42%
5,387 $587,000
Q2 2024

Aug 14, 2024
BUY
$100.16 - $107.88 $25,440 - $27,401
254 Added 9.02%
3,071 $318,000
Q1 2024

May 10, 2024
SELL
$98.17 - $108.31 $5,399 - $5,957
-55 Reduced 1.92%
2,817 $305,000
Q4 2023

Feb 09, 2024
SELL
$85.95 - $101.55 $133,566 - $157,808
-1,554 Reduced 35.11%
2,872 $290,000
Q3 2023

Nov 09, 2023
BUY
$90.0 - $97.29 $5,310 - $5,740
59 Added 1.35%
4,426 $401,000
Q2 2023

Aug 07, 2023
BUY
$87.72 - $94.13 $59,912 - $64,290
683 Added 18.54%
4,367 $410,000
Q1 2023

May 15, 2023
SELL
$88.06 - $99.54 $25,097 - $28,368
-285 Reduced 7.18%
3,684 $341,000
Q4 2022

Feb 13, 2023
BUY
$82.98 - $97.89 $82,150 - $96,911
990 Added 33.23%
3,969 $362,000
Q2 2022

Aug 10, 2022
BUY
$88.4 - $105.81 $73,106 - $87,504
827 Added 38.43%
2,979 $270,000
Q1 2022

May 16, 2022
BUY
$100.54 - $114.92 $216,362 - $247,307
2,152 New
2,152 $225,000

Others Institutions Holding VLUE

# of Institutions
468
Shares Held
51.5M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES MSCI USA VALUE FACTOR

VLUE Quotes by TradingView
  • Ticker VLUE
  • Sector ETFs
  • Industry ETFs
More about VLUE
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