Wilbanks Smith & Thomas Asset Management LLC Ishares Core S&P 500 ETF 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 500 ETF stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 350,079 shares of IVV stock, worth $200 Million. This represents 5.2% of its overall portfolio holdings.
Number of Shares
350,079
Previous 358,222
2.27%
Holding current value
$200 Million
Previous $171 Million
7.57%
% of portfolio
5.2%
Previous 5.27%
Shares
28 transactions
Others Institutions Holding IVV
# of Institutions
3,324Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.6 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.2 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio