Wilbanks Smith & Thomas Asset Management LLC Ishares Core S&P U.S. Value Et 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 Core S&P U.S. Value Et stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 18,074 shares of IUSV stock, worth $1.7 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

18,074

Previous 14,224 27.07%

Holding current value

$1.7 Million

Previous $1.2 Million 36.28%

% of portfolio

0.05%

Previous 0.04%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$82.87 - $90.44 $319,049 - $348,194	3,850 Added 27.07%	18,074 $1.63 Million
Q4 2023 Feb 06, 2024	BUY	$71.48 - $84.61 $1.02 Million - $1.2 Million	14,224 New	14,224 $1.2 Million
Q4 2018 Feb 08, 2019	SELL	$46.36 - $56.72 $121,973 - $149,230	-2,631 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$53.63 - $57.68 $141,100 - $151,756	2,631 New	2,631 $148,000

Others Institutions Holding IUSV

# of Institutions

776

Shares Held

174M

Call Options Held

2.9K

Put Options Held

View Full List

About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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Wilbanks Smith & Thomas Asset Management LLC Ishares Core S&P U.S. Value Et Transaction History