Wilbanks Smith & Thomas Asset Management LLC Ishares Tr 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	$78.95 - $99.65 $39,475 - $49,825	-500 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$97.95 - $102.95 $48,975 - $51,475	500 New	500 $49,000

Others Institutions Holding IYM

# of Institutions

211

Shares Held

2.51M

Call Options Held

3.9K

Put Options Held

100

Citigroup Inc

451K
Shares

$66.2 Million
0.04% of portfolio
Pgim Custom Harvest LLC Newark, NJ

291K
Shares

$42.6 Million
0.89% of portfolio
Morgan Stanley New York, NY

251K
Shares

$36.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

129K
Shares

$18.8 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

119K
Shares

$17.5 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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