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

597

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

Barclays PLC London, X0

10M
Shares

$1.03 Billion
0.27% of portfolio
Morgan Stanley New York, NY

5.94M
Shares

$611 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

5.33M
Shares

$549 Million
0.09% of portfolio
Wealth Navi Inc.

4.39M
Shares

$451 Million
5.11% of portfolio
Cibc World Markets Corp New York, NY

3.63M
Shares

$373 Million
2.75% of portfolio

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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