Wilbanks Smith & Thomas Asset Management LLC Ishares Tr Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 06, 2020	SELL	$57.84 - $100.28 $238,474 - $413,454	-4,123 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$89.52 - $95.36 $369,090 - $393,169	4,123 New	4,123 $384,000
Q4 2018 Feb 08, 2019	SELL	N/A	-110 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	110 New	110 $9,000

Others Institutions Holding IYR

# of Institutions

559

Shares Held

30.8M

Call Options Held

6.83M

Put Options Held

5.86M

Wealth Navi Inc.

4.38M
Shares

$435 Million
4.87% of portfolio
Morgan Stanley New York, NY

3.06M
Shares

$304 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.37M
Shares

$235 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

1.24M
Shares

$123 Million
0.02% of portfolio
Wolverine Trading, LLC Chicago, IL

1.11M
Shares

$110 Million
0.1% of portfolio

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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