Wilbanks Smith & Thomas Asset Management LLC Ishares Tr Core Aggressive All Transaction History

Wilbanks Smith & Thomas Asset Management LLC

  • $3.54 Billion
  • Q1 2024

A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 4,902 shares of AOA stock, worth $380,640. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,902
Previous 4,821 1.68%
Holding current value
$380,640
Previous $332,000 8.43%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$67.75 - $73.5 $5,487 - $5,953
81 Added 1.68%
4,902 $360,000
Q4 2023

Feb 06, 2024
BUY
$60.96 - $69.28 $5,852 - $6,650
96 Added 2.03%
4,821 $332,000
Q3 2023

Nov 06, 2023
BUY
$63.24 - $67.72 $22,197 - $23,769
351 Added 8.02%
4,725 $299,000
Q2 2023

Aug 08, 2023
BUY
$63.04 - $66.51 $4,980 - $5,254
79 Added 1.84%
4,374 $290,000
Q1 2023

May 05, 2023
BUY
$59.87 - $64.81 $8,262 - $8,943
138 Added 3.32%
4,295 $273,000
Q4 2022

Feb 14, 2023
BUY
$55.07 - $62.69 $11,950 - $13,603
217 Added 5.51%
4,157 $248,000
Q3 2022

Oct 31, 2022
BUY
$55.45 - $64.54 $3,659 - $4,259
66 Added 1.7%
3,940 $218,000
Q2 2022

Aug 03, 2022
BUY
$58.69 - $69.52 $12,677 - $15,016
216 Added 5.9%
3,874 $232,000
Q1 2022

May 05, 2022
BUY
$65.0 - $73.15 $237,770 - $267,582
3,658 New
3,658 $235,000
Q1 2019

May 13, 2019
SELL
$47.96 - $53.89 $247,713 - $278,341
-5,165 Closed
0 $0
Q1 2018

May 15, 2018
BUY
$52.32 - $56.92 $270,232 - $293,991
5,165 New
5,165 $276,000

Others Institutions Holding AOA

# of Institutions
371
Shares Held
10.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

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