Wilbanks Smith & Thomas Asset Management LLC Ishares Tr Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	BUY	$108.66 - $117.41 $225,904 - $244,095	2,079 New	2,079 $242,000
Q4 2018 Feb 08, 2019	SELL	$81.01 - $108.82 $105,961 - $142,336	-1,308 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$96.46 - $108.81 $126,169 - $142,323	1,308 New	1,308 $283,000
Q1 2018 May 15, 2018	SELL	$94.18 - $102.65 $183,745 - $200,270	-1,951 Closed	0 $0
Q4 2017 Feb 07, 2018	BUY	$88.79 - $94.61 $173,229 - $184,584	1,951	1,951 $367,000

Others Institutions Holding ITA

# of Institutions

701

Shares Held

18.7M

Call Options Held

309K

Put Options Held

178K

Bank Of America Corp Charlotte, NC

4.02M
Shares

$621 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.87M
Shares

$289 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

974K
Shares

$151 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

$116 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

720K
Shares

$111 Million
0.02% of portfolio

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