Wilbanks Smith & Thomas Asset Management LLC Ishares, Inc. Ishares Esg Awar Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 04, 2021	SELL	$40.74 - $44.79 $190,785 - $209,751	-4,683 Closed	0 $0
Q2 2021 Aug 04, 2021	SELL	$42.32 - $45.78 $30,216 - $32,686	-714 Reduced 13.23%	4,683 $211,000
Q1 2021 May 11, 2021	BUY	$41.83 - $47.19 $225,756 - $254,684	5,397 New	5,397 $234,000
Q4 2018 Feb 08, 2019	SELL	$29.8 - $33.47 $46,339 - $52,045	-1,555 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$32.22 - $35.0 $50,102 - $54,425	1,555 New	1,555 $52,000

Others Institutions Holding ESGE

# of Institutions

548

Shares Held

101M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

17.6M
Shares

$618 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

6.14M
Shares

$216 Million
0.67% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.68M
Shares

$200 Million
0.7% of portfolio
Personal Capital Advisors Corp

5.64M
Shares

$199 Million
0.82% of portfolio
Morgan Stanley New York, NY

5.27M
Shares

$185 Million
0.01% of portfolio

View Full List

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
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