Betterment LLC Ishares Msci Kld 400 Social Et Transaction History

Betterment LLC

$47 Billion
Q2 2025

A detailed history of Betterment LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Betterment LLC holds 396,933 shares of DSI stock, worth $50 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

396,933

Previous 409,944 3.17%

Holding current value

$50 Million

Previous $42 Million 9.83%

% of portfolio

0.1%

Previous 0.1%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$91.62 - $116.16 $1.19 Million - $1.51 Million	-13,011 Reduced 3.17%	396,933 $46.1 Million
Q1 2025 May 15, 2025	SELL	$101.98 - $115.66 $1.55 Million - $1.75 Million	-15,170 Reduced 3.57%	409,944 $42 Million
Q4 2024 Feb 14, 2025	SELL	$107.41 - $115.71 $1.6 Million - $1.72 Million	-14,860 Reduced 3.38%	425,114 $46.9 Million
Q3 2024 Nov 14, 2024	SELL	$97.81 - $108.79 $688,680 - $765,990	-7,041 Reduced 1.58%	439,974 $47.9 Million
Q2 2024 Aug 14, 2024	SELL	$94.27 - $104.77 $4.05 Million - $4.5 Million	-42,938 Reduced 8.76%	447,015 $46.4 Million
Q1 2024 May 10, 2024	SELL	$89.27 - $100.81 $2.16 Million - $2.44 Million	-24,172 Reduced 4.7%	489,953 $49.4 Million
Q4 2023 Feb 09, 2024	SELL	$77.74 - $91.23 $1.47 Million - $1.72 Million	-18,899 Reduced 3.55%	514,125 $46.8 Million
Q3 2023 Nov 09, 2023	SELL	$80.77 - $87.25 $579,928 - $626,455	-7,180 Reduced 1.33%	533,024 $43.4 Million
Q2 2023 Aug 07, 2023	SELL	$76.24 - $84.24 $2.5 Million - $2.76 Million	-32,778 Reduced 5.72%	540,204 $45.5 Million
Q1 2023 May 15, 2023	SELL	$71.07 - $79.2 $2.06 Million - $2.3 Million	-29,016 Reduced 4.82%	572,982 $44.7 Million
Q4 2022 Feb 13, 2023	SELL	$66.36 - $76.94 $2.65 Million - $3.07 Million	-39,888 Reduced 6.21%	601,998 $43.2 Million
Q2 2022 Aug 10, 2022	BUY	$69.6 - $87.62 $984,352 - $1.24 Million	14,143 Added 2.25%	641,886 $46.2 Million
Q1 2022 May 16, 2022	SELL	$79.44 - $93.34 $5.87 Million - $6.9 Million	-73,923 Reduced 10.54%	627,743 $54.4 Million
Q4 2021 Feb 15, 2022	SELL	$83.4 - $93.49 $5.2 Million - $5.83 Million	-62,409 Reduced 8.17%	701,666 $65.2 Million
Q3 2021 Nov 15, 2021	SELL	$82.17 - $87.81 $7.2 Million - $7.69 Million	-87,627 Reduced 10.29%	764,075 $63.6 Million
Q2 2021 Aug 10, 2021	SELL	$77.33 - $82.83 $6.25 Million - $6.7 Million	-80,842 Reduced 8.67%	851,702 $70.5 Million
Q1 2021 Jun 01, 2021	SELL	$70.61 - $76.36 $10.9 Million - $11.8 Million	-154,384 Reduced 14.2%	932,544 $71.2 Million
Q4 2020 Feb 12, 2021	BUY	$62.23 - $71.54 $24.4 Million - $28 Million	391,611 Added 56.32%	1,086,928 $77.8 Million
Q3 2020 Nov 10, 2020	BUY	$59.39 - $68.32 $3.17 Million - $3.64 Million	53,338 Added 8.31%	695,317 $89 Million
Q2 2020 Aug 11, 2020	BUY	$46.66 - $61.22 $3.66 Million - $4.8 Million	78,365 Added 13.9%	641,979 $75.8 Million
Q1 2020 May 14, 2020	SELL	$42.17 - $63.99 $4.06 Million - $6.16 Million	-96,197 Reduced 14.58%	563,614 $54.9 Million
Q4 2019 Jan 31, 2020	BUY	$53.71 - $60.35 $6.2 Million - $6.97 Million	115,474 Added 21.21%	659,811 $79.3 Million
Q2 2019 Aug 14, 2019	BUY	N/A	45,954 Added 9.22%	544,337 $59.5 Million
Q1 2019 Apr 11, 2019	BUY	N/A	69,359 Added 16.17%	498,383 $52.6 Million
Q4 2018 Feb 06, 2019	BUY	N/A	3,382 Added 0.79%	429,024 $39.9 Million
Q3 2018 Nov 14, 2018	BUY	N/A	48,603 Added 12.89%	425,642 $45.5 Million
Q2 2018 Aug 13, 2018	BUY	N/A	45,837 Added 13.84%	377,039 $38.1 Million
Q1 2018 May 14, 2018	BUY	N/A	85,263 Added 34.67%	331,202 $32.5 Million
Q4 2017 Feb 14, 2018	BUY	N/A	80,710 Added 48.85%	245,939 $24.2 Million
Q3 2017 Nov 17, 2017	BUY	N/A	165,229	165,229 $15.3 Million

Others Institutions Holding DSI

# of Institutions

639

Shares Held

24.7M

Call Options Held

Put Options Held

2.5K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Betterment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Betterment LLC with notifications on news.

Account