Fortis Capital Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Fortis Capital Advisors, LLC

$299 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$31.03 - $35.26 $140,783 - $159,974	4,537 New	4,537 $149 Million

Others Institutions Holding ESML

# of Institutions

431

Shares Held

34.5M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

2.39M
Shares

$103 Million
0.3% of portfolio
Northern Trust Corp Chicago, IL

2.01M
Shares

$86.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.72M
Shares

$74.3 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.6M
Shares

$69.1 Million
0.01% of portfolio
Betterment LLC New York, NY

1.49M
Shares

$64.3 Million
0.15% of portfolio

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

More about ESML

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Capital Advisors, LLC with notifications on news.