Betterment LLC Ishares Tr Msci Usa Esg Select Transaction History

Betterment LLC

$47 Billion
Q2 2025

A detailed history of Betterment LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Betterment LLC holds 306,480 shares of SUSA stock, worth $40.4 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

306,480

Previous 183,029 67.45%

Holding current value

$40.4 Million

Previous $21 Million 84.76%

% of portfolio

0.08%

Previous 0.05%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$101.97 - $126.75 $12.6 Million - $15.6 Million	123,451 Added 67.45%	306,480 $38.8 Million
Q1 2025 May 15, 2025	SELL	$113.22 - $126.36 $265,727 - $296,566	-2,347 Reduced 1.27%	183,029 $21 Million
Q4 2024 Feb 14, 2025	SELL	$118.0 - $127.04 $554,836 - $597,342	-4,702 Reduced 2.47%	185,376 $22.5 Million
Q3 2024 Nov 14, 2024	SELL	$108.44 - $120.37 $293,438 - $325,721	-2,706 Reduced 1.4%	190,078 $22.9 Million
Q2 2024 Aug 14, 2024	SELL	$102.41 - $112.98 $690,345 - $761,598	-6,741 Reduced 3.38%	192,784 $21.7 Million
Q1 2024 May 10, 2024	SELL	$98.48 - $109.17 $761,348 - $843,993	-7,731 Reduced 3.73%	199,525 $21.8 Million
Q4 2023 Feb 09, 2024	SELL	$85.36 - $100.86 $1.01 Million - $1.19 Million	-11,837 Reduced 5.4%	207,256 $20.8 Million
Q3 2023 Nov 09, 2023	SELL	$89.49 - $97.11 $306,413 - $332,504	-3,424 Reduced 1.54%	219,093 $19.7 Million
Q2 2023 Aug 07, 2023	SELL	$85.65 - $93.64 $681,602 - $745,187	-7,958 Reduced 3.45%	222,517 $20.8 Million
Q1 2023 May 15, 2023	SELL	$81.64 - $90.01 $832,319 - $917,651	-10,195 Reduced 4.24%	230,475 $20.2 Million
Q4 2022 Feb 13, 2023	SELL	$75.77 - $88.09 $1.16 Million - $1.35 Million	-15,305 Reduced 5.98%	240,670 $19.8 Million
Q2 2022 Aug 10, 2022	BUY	$78.1 - $97.98 $285,924 - $358,704	3,661 Added 1.45%	255,975 $20.7 Million
Q1 2022 May 16, 2022	SELL	$89.45 - $106.35 $280,067 - $332,981	-3,131 Reduced 1.23%	252,314 $24.4 Million
Q4 2021 Feb 15, 2022	SELL	$95.76 - $106.67 $1.37 Million - $1.53 Million	-14,317 Reduced 5.31%	255,445 $27.1 Million
Q3 2021 Nov 15, 2021	SELL	$94.69 - $101.93 $1.69 Million - $1.82 Million	-17,844 Reduced 6.2%	269,762 $25.9 Million
Q2 2021 Aug 10, 2021	SELL	$88.83 - $95.54 $1.69 Million - $1.82 Million	-19,065 Reduced 6.22%	287,606 $27.5 Million
Q1 2021 Jun 01, 2021	SELL	$81.34 - $87.82 $1.73 Million - $1.87 Million	-21,321 Reduced 6.5%	306,671 $26.9 Million
Q4 2020 Feb 12, 2021	BUY	$72.19 - $82.34 $11.5 Million - $13.1 Million	159,379 Added 94.52%	327,992 $27 Million
Q3 2020 Nov 10, 2020	SELL	$67.13 - $78.5 $164,804 - $192,717	-2,455 Reduced 1.44%	168,613 $24.8 Million
Q2 2020 Aug 11, 2020	SELL	$52.49 - $69.03 $1.43 Million - $1.88 Million	-27,300 Reduced 13.76%	171,068 $22.9 Million
Q1 2020 May 14, 2020	BUY	$47.53 - $70.87 $6.12 Million - $9.13 Million	128,865 Added 185.41%	198,368 $21.8 Million
Q4 2019 Jan 31, 2020	BUY	$59.6 - $67.25 $174,270 - $196,639	2,924 Added 4.39%	69,503 $9.32 Million
Q2 2019 Aug 14, 2019	BUY	N/A	10,229 Added 18.15%	66,579 $8.11 Million
Q1 2019 Apr 11, 2019	SELL	N/A	-2,110 Reduced 3.61%	56,350 $6.66 Million
Q4 2018 Feb 06, 2019	BUY	N/A	28,240 Added 93.45%	58,460 $6.03 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-1,969 Reduced 6.12%	30,220 $3.61 Million
Q2 2018 Aug 13, 2018	BUY	N/A	209 Added 0.65%	32,189 $3.63 Million
Q1 2018 May 14, 2018	BUY	N/A	26,956 Added 536.54%	31,980 $3.56 Million
Q4 2017 Feb 14, 2018	BUY	N/A	311 Added 6.6%	5,024 $558,000
Q3 2017 Nov 17, 2017	BUY	N/A	4,713	4,713 $493,000

Others Institutions Holding SUSA

# of Institutions

543

Shares Held

18.4M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

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