Wilbanks Smith & Thomas Asset Management LLC Ishares Trust Ishares Msci Glo 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	$51.4 - $58.2 $48,470 - $54,882	-943 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$56.0 - $60.67 $52,808 - $57,211	943 New	943 $55,000

Others Institutions Holding SDG

# of Institutions

122

Shares Held

1.8M

Call Options Held

Put Options Held

Cwm, LLC

380K
Shares

$28.4 Million
0.15% of portfolio
Jane Street Group, LLC New York, NY

161K
Shares

$12.1 Million
0.02% of portfolio
Mission Wealth Management, LP

138K
Shares

$10.3 Million
0.29% of portfolio
Wealth Enhancement Advisory Services, LLC

104K
Shares

$7.79 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

67K
Shares

$5.02 Million
0.0% of portfolio

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