Wilbanks Smith & Thomas Asset Management LLC Ishares Tr Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2019 May 13, 2019	SELL	N/A	-2,883 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	N/A	2,783 Added 2783.0%	2,883 $307,000
Q3 2018 Nov 14, 2018	BUY	N/A	100 New	100 $12,000
Q1 2018 May 15, 2018	SELL	N/A	-3,060 Closed	0 $0
Q4 2017 Feb 07, 2018	BUY	N/A	3,060 New	3,060 $365,000
Q3 2017 Nov 13, 2017	SELL	N/A	-4,300 Closed	0 $0
Q2 2017 Aug 15, 2017	BUY	N/A	4,300	4,300 $462,000

Others Institutions Holding IYF

# of Institutions

409

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$220 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$184 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$142 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$132 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$85 Million
0.07% of portfolio

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