Betterment LLC Ishares Esg Aware Msci Usa Sma Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Betterment LLC holds 1,628,510 shares of ESML stock, worth $70.1 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,628,510

Previous 1,602,629 1.61%

Holding current value

$70.1 Million

Previous $67.4 Million 7.18%

% of portfolio

0.15%

Previous 0.16%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$37.84 - $44.02 $979,337 - $1.14 Million	25,881 Added 1.61%	1,628,510 $62.6 Million
Q4 2024 Feb 14, 2025	BUY	$41.09 - $45.94 $4.57 Million - $5.11 Million	111,312 Added 7.46%	1,602,629 $67.4 Million
Q3 2024 Nov 14, 2024	BUY	$38.03 - $42.06 $4.41 Million - $4.88 Million	115,916 Added 8.43%	1,491,317 $62.4 Million
Q2 2024 Aug 14, 2024	BUY	$36.99 - $39.96 $33.3 Million - $36 Million	900,955 Added 189.9%	1,375,401 $53 Million
Q1 2024 May 10, 2024	BUY	$36.33 - $40.27 $1.59 Million - $1.76 Million	43,716 Added 10.15%	474,446 $19.1 Million
Q4 2023 Feb 09, 2024	SELL	$30.96 - $38.59 $395,204 - $492,601	-12,765 Reduced 2.88%	430,730 $16.4 Million
Q3 2023 Nov 09, 2023	BUY	$33.21 - $37.37 $465,703 - $524,039	14,023 Added 3.27%	443,495 $14.9 Million
Q2 2023 Aug 07, 2023	BUY	$32.46 - $35.52 $2.26 Million - $2.47 Million	69,605 Added 19.34%	429,472 $15.3 Million
Q1 2023 May 15, 2023	BUY	$32.27 - $37.51 $1.6 Million - $1.87 Million	49,734 Added 16.04%	359,867 $12.2 Million
Q4 2022 Feb 13, 2023	BUY	$31.03 - $35.26 $9.38 Million - $10.7 Million	302,236 Added 3827.23%	310,133 $10.2 Million
Q2 2022 Aug 10, 2022	BUY	$30.34 - $38.42 $34,860 - $44,144	1,149 Added 17.03%	7,897 $249,000
Q1 2022 May 16, 2022	BUY	$35.57 - $40.83 $240,026 - $275,520	6,748 New	6,748 $257,000

Others Institutions Holding ESML

# of Institutions

436

Shares Held

34.8M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

More about ESML

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