Wilbanks Smith & Thomas Asset Management LLC Ishares Barclays 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 Barclays stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 5,439 shares of IEF stock, worth $518,771. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,439
Previous 7,006
22.37%
Holding current value
$518,771
Previous $675,000
23.85%
% of portfolio
0.01%
Previous 0.02%
Shares
21 transactions
Others Institutions Holding IEF
# of Institutions
1,153Shares Held
305MCall Options Held
6.96MPut Options Held
4.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.24 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.68 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.19 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.07 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.06 Billion0.08% of portfolio