Wilbanks Smith & Thomas Asset Management LLC Ishares Treasury Floating Rate Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 31, 2022	BUY	$50.35 - $50.51 $4.52 Million - $4.53 Million	89,774 New	89,774 $4.53 Million

Others Institutions Holding TFLO

# of Institutions

411

Shares Held

84.1M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

6.27M
Shares

$316 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

5.59M
Shares

$282 Million
0.13% of portfolio
Morgan Stanley New York, NY

3.98M
Shares

$201 Million
0.01% of portfolio
Ubs Group Ag

3.57M
Shares

$180 Million
0.04% of portfolio
Envestnet Asset Management Inc

3.16M
Shares

$159 Million
0.05% of portfolio

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