Betterment LLC Ishares Tr Msci Usa Esg Select Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Betterment LLC holds 185,376 shares of SUSA stock, worth $22.9 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

185,376

Previous 190,078 2.47%

Holding current value

$22.9 Million

Previous $22.9 Million 1.49%

% of portfolio

0.05%

Previous 0.05%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

528

Shares Held

19.3M

Call Options Held

100

Put Options Held

100

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

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