Betterment LLC BlackRock Fund Advisors Transaction History

Betterment LLC

  • $47 Billion
  • Q2 2025
Number of Shares
777,894
Previous 689,322 12.85%
Holding current value
$14.8 Million
Previous $9.53 Million 55.72%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
88,572 Added 12.85%
777,894 $14.8 Million
Q1 2025

May 15, 2025
BUY
N/A
186,636 Added 37.13%
689,322 $9.53 Million
Q4 2024

Feb 14, 2025
BUY
N/A
502,686 New
502,686 $0
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