Wilbanks Smith & Thomas Asset Management LLC Ishares Esg Aware U.S. Aggrega 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 Esg Aware U.S. Aggrega stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 13,792 shares of EAGG stock, worth $645,741. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,792
Previous 12,741 8.25%
Holding current value
$645,741
Previous $608,000 6.74%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 07, 2024
BUY
$46.54 - $47.74 $48,913 - $50,174
1,051 Added 8.25%
13,792 $649,000
Q3 2023

Nov 06, 2023
BUY
$45.2 - $47.43 $146,402 - $153,625
3,239 Added 34.09%
12,741 $577,000
Q2 2023

Aug 08, 2023
BUY
$46.98 - $48.45 $14,892 - $15,358
317 Added 3.45%
9,502 $448,000
Q4 2022

Feb 14, 2023
SELL
$45.49 - $48.04 $23,791 - $25,124
-523 Reduced 5.39%
9,185 $429,000
Q3 2022

Oct 31, 2022
SELL
$46.82 - $50.19 $10,113 - $10,841
-216 Reduced 2.18%
9,708 $451,000
Q1 2022

May 05, 2022
SELL
$51.09 - $54.52 $128,184 - $136,790
-2,509 Reduced 20.18%
9,924 $489,000
Q2 2021

Aug 04, 2021
SELL
$54.55 - $55.32 $74,624 - $75,677
-1,368 Reduced 9.91%
12,433 $688,000
Q1 2021

May 11, 2021
BUY
$54.15 - $56.52 $747,324 - $780,032
13,801 New
13,801 $755,000

Others Institutions Holding EAGG

# of Institutions
378
Shares Held
65.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE U.S. AGGREGA

EAGG Quotes by TradingView
  • Ticker EAGG
  • Sector ETFs
  • Industry ETFs
More about EAGG
Track This Portfolio

Track Wilbanks Smith & Thomas Asset Management LLC Portfolio

Follow Wilbanks Smith & Thomas Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilbanks Smith & Thomas Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilbanks Smith & Thomas Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email