Betterment LLC BlackRock Fund Advisors Transaction History

Betterment LLC

  • $50.6 Billion
  • Q3 2025
Number of Shares
60,704
Previous 58,736 3.35%
Holding current value
$3.23 Million
Previous $3.1 Million 4.12%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
1,968 Added 3.35%
60,704 $3.23 Million
Q2 2025

Aug 14, 2025
BUY
N/A
58,736 New
58,736 $3.1 Million
Q4 2024

Feb 14, 2025
SELL
N/A
-18,394 Reduced 62.46%
11,056 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-31,903 Reduced 52.0%
29,450 $0
Q2 2024

Aug 14, 2024
BUY
N/A
18,029 Added 41.61%
61,353 $3.2 Million
Q1 2024

May 10, 2024
BUY
N/A
43,324 New
43,324 $0
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