Wilbanks Smith & Thomas Asset Management LLC Ishares S&P Small Cap 600 Grow Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 08, 2019	SELL	$75.74 - $99.46 $67,787 - $89,016	-895 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$95.58 - $104.54 $85,544 - $93,563	895 New	895 $180,000

Others Institutions Holding IJT

# of Institutions

759

Shares Held

30.7M

Call Options Held

9.6K

Put Options Held

5.7K

Dynasty Wealth Management, LLC St. Petersburg, FL

4.35M
Shares

$649 Million
4.66% of portfolio
Morgan Stanley New York, NY

3.2M
Shares

$477 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.87M
Shares

$278 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.16M
Shares

$172 Million
0.04% of portfolio
Ubs Group Ag

1.14M
Shares

$169 Million
0.04% of portfolio

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About ISHARES S&P SMALL CAP 600 GROW

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