Virtus Family Office LLC Ishares Esg Aware Msci Usa Sma Transaction History

Virtus Family Office LLC

$72.9 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 09, 2023	BUY	$33.21 - $37.37 $6,376 - $7,175	192 Added 1.44%	13,481 $453,000
Q2 2023 Aug 11, 2023	BUY	$32.46 - $35.52 $431,360 - $472,025	13,289 New	13,289 $472,000

Others Institutions Holding ESML

# of Institutions

408

Shares Held

33.7M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

2.14M
Shares

$95 Million
0.25% of portfolio
Flputnam Investment Management CO Portland, ME

2.03M
Shares

$89.9 Million
1.47% of portfolio
Northern Trust Corp Chicago, IL

2.01M
Shares

$89 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.81M
Shares

$80.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.73M
Shares

$76.6 Million
0.01% of portfolio

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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