Betterment LLC Purchases in Q3 2024

Betterment LLC

  • $41.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
355
+ 7.86%
$395.15 - $467.56 $140K - $166K
4.87K $2.1M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
524
+ 1.35%
$47.18 - $48.74 $24.7K - $25.5K
39.2K $1.91M
AAXJ
Ishares Msci All Country Asia

ETFs
137
+ 1.4%
$68.09 - $79.71 $9.33K - $10.9K
9.94K $779K
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.79K
+ 13.43%
$25.23 - $27.94 $45.2K - $50.1K
15.1K $419K
IWV
Ishares Russell 3000 ETF

ETFs
68
+ 2.73%
$294.75 - $326.73 $20K - $22.2K
2.56K $836K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
302
+ 13.72%
$127.29 - $141.5 $38.4K - $42.7K
2.5K $349K
HYD
Vaneck High Yield Muni ETF

ETFs
575
+ 2.34%
$51.46 - $53.07 $29.6K - $30.5K
25.1K $1.33M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.62K
+ 5.45%
$22.38 - $23.66 $36.2K - $38.3K
31.3K $733K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
309
+ 7.79%
$100.75 - $111.62 $31.1K - $34.5K
4.28K $467K
IDEV
Ishares Core Msci Intl Develop

ETFs
446
+ 8.42%
$63.46 - $71.43 $28.3K - $31.9K
5.75K $406K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.03K
+ 4.43%
$27.8 - $29.26 $28.5K - $30K
24.2K $701K
PG
Procter & Gamble CO

Consumer Defensive
137
+ 3.97%
$160.76 - $177.82 $22K - $24.4K
3.59K $621K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
552
+ 14.35%
$61.47 - $67.36 $33.9K - $37.2K
4.4K $295K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.12K
+ 21.4%
$38.33 - $42.48 $42.7K - $47.4K
6.33K $265K
MGV
Vanguard Mega Cap Value

ETFs
183
+ 7.12%
$118.0 - $128.28 $21.6K - $23.5K
2.75K $353K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
804
+ 9.94%
$30.27 - $34.42 $24.3K - $27.7K
8.9K $303K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
738
+ 13.4%
$38.51 - $41.69 $28.4K - $30.8K
6.25K $260K
PFF
Ishares Trust Ishares Pfd And

ETFs
889
+ 9.75%
$31.18 - $33.5 $27.7K - $29.8K
10K $332K
SCHP
Schwab Strategic Us Tips ETF

ETFs
236
+ 1.23%
$51.58 - $53.79 $12.2K - $12.7K
19.4K $1.04M
PWV
Invesco Exchange Traded Fd Tr

ETFs
518
+ 12.68%
$54.33 - $59.01 $28.1K - $30.6K
4.6K $268K
IVW
Ishares S&P 500 Growth ETF

ETFs
144
+ 1.65%
$84.77 - $97.13 $12.2K - $14K
8.89K $851K
XLI
Industrial Sector Spdr

ETFs
87
+ 4.18%
$120.56 - $135.44 $10.5K - $11.8K
2.17K $293K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
626
+ 8.84%
$39.37 - $41.68 $24.6K - $26.1K
7.71K $319K
FDLO
Fidelity Covington Tr Low Vola

ETFs
44
+ 0.52%
$56.38 - $61.35 $2.48K - $2.7K
8.43K $516K
AZO
Autozone Inc

Consumer Cyclical
3
+ 1.99%
$2815.0 - $3212.87 $8.45K - $9.64K
154 $485K
EFG
Msci Eafe Growth ETF

ETFs
61
+ 1.04%
$96.84 - $108.77 $5.91K - $6.63K
5.95K $640K
SRLN
Ssga Active Trust

ETFs
884
+ 8.37%
$40.93 - $41.85 $36.2K - $37K
11.4K $477K
IWR
Ishares Russell Mid Cap ETF

ETFs
99
+ 2.52%
$79.92 - $88.19 $7.91K - $8.73K
4.03K $355K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
116
+ 2.71%
$60.13 - $68.17 $6.98K - $7.91K
4.4K $298K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
735
+ 3.81%
$23.04 - $24.06 $16.9K - $17.7K
20K $481K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
522
+ 3.64%
$37.92 - $42.97 $19.8K - $22.4K
14.9K $624K
IYW
Ishares Dj Us Tech ETF

ETFs
197
+ 9.27%
$133.16 - $158.73 $26.2K - $31.3K
2.32K $351K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
203
+ 4.27%
$56.88 - $63.65 $11.5K - $12.9K
4.96K $312K
GS
Goldman Sachs Group Inc

Financial Services
6
+ 1.08%
$459.02 - $510.25 $2.75K - $3.06K
564 $279K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
384
+ 2.31%
$24.86 - $26.33 $9.55K - $10.1K
17K $444K
RLY
Ssga Active ETF Tr

ETFs
480
+ 4.5%
$26.98 - $28.77 $13K - $13.8K
11.1K $320K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
149
+ 2.89%
$51.29 - $56.57 $7.64K - $8.43K
5.3K $299K
VTC
Vanguard Scottsdale Fds Total

ETFs
154
+ 5.13%
$75.09 - $79.73 $11.6K - $12.3K
3.16K $250K
IJK
Ishares S&P Midcap 400 Growth

ETFs
57
+ 1.2%
$84.81 - $93.54 $4.83K - $5.33K
4.8K $441K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
13
+ 0.43%
$71.31 - $80.0 $927 - $1.04K
3.07K $245K
CGGR
Capital Group Growth ETF Shs C

ETFs
179
+ 2.45%
$30.71 - $34.79 $5.5K - $6.23K
7.48K $260K
XLV
Select Sector Spdr Fund Health

ETFs
8
+ 0.35%
$143.3 - $157.24 $1.15K - $1.26K
2.33K $358K
USXF
Ishares Esg Advanced Msci Usa

Technology
28
+ 0.41%
$43.59 - $49.35 $1.22K - $1.38K
6.88K $337K
V
Visa Inc.

Financial Services
29
+ 3.8%
$253.74 - $291.56 $7.36K - $8.46K
793 $218K
GNMA
Ishares Gnma Bond ETF

ETFs
192
+ 3.49%
$42.68 - $45.25 $8.19K - $8.69K
5.69K $254K
SPTS
Spdr Portfolio Short Term Trea

ETFs
375
+ 4.39%
$28.75 - $29.46 $10.8K - $11K
8.92K $262K
XLK
Technology Sector Spdr

ETFs
70
+ 6.39%
$197.34 - $237.68 $13.8K - $16.6K
1.17K $263K
PJUN
Innovator U.S. Equity Power Bu

ETFs
111
+ 1.22%
$34.72 - $36.88 $3.85K - $4.09K
9.21K $339K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
19
+ 0.52%
$52.1 - $59.66 $990 - $1.13K
3.66K $216K
Activity Summary
Buys All Purchases 291 New Holdings 38 Increased Positions 253 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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