Wilbanks Smith & Thomas Asset Management LLC Ishares Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	BUY	$14.59 - $19.04 $1,925 - $2,513	132 Added 0.91%	14,666 $214,000
Q2 2023 Aug 08, 2023	BUY	$17.78 - $19.91 $48,823 - $54,672	2,746 Added 23.29%	14,534 $267,000
Q1 2023 May 05, 2023	BUY	$18.32 - $21.36 $458 - $534	25 Added 0.21%	11,788 $233,000
Q4 2022 Feb 14, 2023	BUY	$17.54 - $21.27 $206,323 - $250,199	11,763 New	11,763 $233,000

Others Institutions Holding ICLN

# of Institutions

560

Shares Held

45.7M

Call Options Held

4.51M

Put Options Held

5.26M

Bank Of America Corp Charlotte, NC

6.39M
Shares

$73.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.26M
Shares

$37.5 Million
0.0% of portfolio
Ubs Group Ag

2.72M
Shares

$31.4 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.65M
Shares

$19 Million
0.0% of portfolio
Total Wealth Planning, LLC

1.51M
Shares

$17.4 Million
3.66% of portfolio

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