Wilbanks Smith & Thomas Asset Management LLC Ishares Tr Us Broker Dealers & 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	$52.67 - $63.57 $21,068 - $25,428	-400 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$62.23 - $67.19 $24,892 - $26,876	400 New	400 $25,000

Others Institutions Holding IAI

# of Institutions

175

Shares Held

9.88M

Call Options Held

5.4K

Put Options Held

300

Envestnet Asset Management Inc

1.26M
Shares

$196 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.17M
Shares

$183 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

880K
Shares

$138 Million
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

872K
Shares

$136 Million
0.05% of portfolio
Janney Montgomery Scott LLC

765K
Shares

$120 Million
0.31% of portfolio

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