Wilbanks Smith & Thomas Asset Management LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Wilbanks Smith & Thomas Asset Management LLC

  • $3.54 Billion
  • Q1 2024

A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 121,813 shares of IBDS stock, worth $2.96 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
121,813
Previous 112,413 8.36%
Holding current value
$2.96 Million
Previous $2.69 Million 7.77%
% of portfolio
0.08%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$23.67 - $24.03 $222,498 - $225,882
9,400 Added 8.36%
121,813 $2.9 Million
Q4 2023

Feb 06, 2024
SELL
$22.84 - $23.94 $1.07 Million - $1.12 Million
-46,853 Reduced 29.42%
112,413 $2.69 Million
Q3 2023

Nov 06, 2023
SELL
$23.07 - $23.6 $947,023 - $968,780
-41,050 Reduced 20.49%
159,266 $3.69 Million
Q2 2023

Aug 08, 2023
SELL
$23.39 - $23.94 $52.1 Million - $53.4 Million
-2,229,205 Reduced 91.75%
200,316 $4.7 Million
Q1 2023

May 05, 2023
BUY
$23.15 - $24.01 $3.83 Million - $3.97 Million
165,555 Added 7.31%
2,429,521 $57.9 Million
Q4 2022

Feb 14, 2023
BUY
$22.55 - $23.67 $1.72 Million - $1.81 Million
76,467 Added 3.5%
2,263,966 $52.9 Million
Q3 2022

Oct 31, 2022
BUY
$22.77 - $24.53 $49.8 Million - $53.7 Million
2,187,499 New
2,187,499 $50.3 Million

Others Institutions Holding IBDS

# of Institutions
434
Shares Held
108M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
Track This Portfolio

Track Wilbanks Smith & Thomas Asset Management LLC Portfolio

Follow Wilbanks Smith & Thomas Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilbanks Smith & Thomas Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilbanks Smith & Thomas Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email