Wilbanks Smith & Thomas Asset Management LLC Ishares Tr Ibonds December 202 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 Ibonds December 202 stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 724,213 shares of IBMO stock, worth $18.5 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
724,213
Previous 696,675
3.95%
Holding current value
$18.5 Million
Previous $17.8 Million
3.3%
% of portfolio
0.52%
Previous 0.55%
Shares
16 transactions
Others Institutions Holding IBMO
# of Institutions
165Shares Held
17.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.51MShares$38.7 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO981KShares$25.1 Million0.06% of portfolio
-
Envestnet Asset Management Inc884KShares$22.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY866KShares$22.2 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH773KShares$19.8 Million0.34% of portfolio