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 $68.2 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

$68.2 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

439

Shares Held

34.6M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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