Wilbanks Smith & Thomas Asset Management LLC Ishares Barclays 3 7 Yr Treas 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 3 7 Yr Treas stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 73,210 shares of IEI stock, worth $8.79 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
73,210
Previous 123,072
40.51%
Holding current value
$8.79 Million
Previous $14.4 Million
41.19%
% of portfolio
0.24%
Previous 0.44%
Shares
23 transactions
Others Institutions Holding IEI
# of Institutions
877Shares Held
111MCall Options Held
1.08MPut Options Held
872K-
Jpmorgan Chase & CO New York, NY12.1MShares$1.45 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC6.79MShares$816 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA4.29MShares$515 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.02MShares$482 Million0.96% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.65MShares$438 Million1.01% of portfolio