Betterment LLC BlackRock Fund Advisors Transaction History

Betterment LLC

  • $50.6 Billion
  • Q3 2025
Number of Shares
862,405
Previous 777,894 10.86%
Holding current value
$27.2 Million
Previous $14.8 Million 83.19%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Nov 13, 2025
BUY
N/A
84,511 Added 10.86%
862,405 $27.2 Million
Q2 2025

Aug 14, 2025
BUY
N/A
88,572 Added 12.85%
777,894 $14.8 Million
Q1 2025

May 15, 2025
BUY
N/A
186,636 Added 37.13%
689,322 $9.53 Million
Q4 2024

Feb 14, 2025
BUY
N/A
502,686 New
502,686 $0
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