Wilbanks Smith & Thomas Asset Management LLC Ishares Tr Esg Aware Usd Corpo 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	N/A	-5,139 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	5,139 New	5,139 $125,000

Others Institutions Holding SUSC

# of Institutions

285

Shares Held

42M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

8.4M
Shares

$199 Million
0.06% of portfolio
Jpmorgan Chase & CO New York, NY

3.67M
Shares

$86.9 Million
0.01% of portfolio
Wealthfront Advisers LLC

3.04M
Shares

$72 Million
0.19% of portfolio
Lpl Financial LLC Fort Mill, SC

2.4M
Shares

$56.8 Million
0.02% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.09M
Shares

$49.5 Million
0.21% of portfolio

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