Betterment LLC BlackRock Fund Advisors Transaction History

Betterment LLC

  • $50.6 Billion
  • Q3 2025
Number of Shares
1,085,559
Previous 883,141 22.92%
Holding current value
$70.6 Million
Previous $54.1 Million 30.53%
% of portfolio
0.14%
Previous 0.12%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
202,418 Added 22.92%
1,085,559 $70.6 Million
Q2 2025

Aug 14, 2025
BUY
N/A
12,799 Added 1.47%
883,141 $54.1 Million
Q1 2025

May 15, 2025
BUY
N/A
102,070 Added 13.29%
870,342 $40.7 Million
Q4 2024

Feb 14, 2025
BUY
N/A
732,774 Added 2064.27%
768,272 $0
Q3 2024

Nov 14, 2024
BUY
N/A
9,528 Added 36.69%
35,498 $0
Q2 2024

Aug 14, 2024
BUY
N/A
3,100 Added 13.55%
25,970 $887,000
Q1 2024

May 10, 2024
BUY
N/A
22,870 New
22,870 $0
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