Wilbanks Smith & Thomas Asset Management LLC Spdr Nuveen Bloomberg Short Te 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 Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 15,155 shares of SHM stock, worth $726,379. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,155
Previous 26,231 42.22%
Holding current value
$726,379
Previous $1.25 Million 42.7%
% of portfolio
0.02%
Previous 0.04%

Shares

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

May 07, 2024
SELL
$47.44 - $47.9 $525,445 - $530,540
-11,076 Reduced 42.22%
15,155 $718,000
Q4 2023

Feb 06, 2024
BUY
$46.12 - $47.85 $27,256 - $28,279
591 Added 2.3%
26,231 $1.25 Million
Q3 2023

Nov 06, 2023
BUY
$46.19 - $47.22 $63,696 - $65,116
1,379 Added 5.68%
25,640 $1.19 Million
Q2 2023

Aug 08, 2023
SELL
$46.54 - $47.72 $163,820 - $167,974
-3,520 Reduced 12.67%
24,261 $1.14 Million
Q1 2023

May 05, 2023
BUY
$46.61 - $47.68 $16,173 - $16,544
347 Added 1.26%
27,781 $1.32 Million
Q4 2022

Feb 14, 2023
SELL
$45.97 - $47.2 $270,027 - $277,252
-5,874 Reduced 17.64%
27,434 $1.29 Million
Q3 2022

Oct 31, 2022
SELL
$46.05 - $47.82 $71,745 - $74,503
-1,558 Reduced 4.47%
33,308 $1.54 Million
Q2 2022

Aug 03, 2022
SELL
$46.52 - $47.45 $36,657 - $37,390
-788 Reduced 2.21%
34,866 $1.65 Million
Q1 2022

May 05, 2022
SELL
$47.3 - $49.17 $196,295 - $204,055
-4,150 Reduced 10.43%
35,654 $1.66 Million
Q4 2021

Feb 08, 2022
BUY
$49.16 - $49.38 $8,996 - $9,036
183 Added 0.46%
39,804 $1.96 Million
Q3 2021

Nov 04, 2021
BUY
$49.4 - $49.69 $125,624 - $126,361
2,543 Added 6.86%
39,621 $1.96 Million
Q2 2021

Aug 04, 2021
SELL
$49.5 - $49.73 $990 - $994
-20 Reduced 0.05%
37,078 $1.84 Million
Q1 2021

May 11, 2021
BUY
$49.43 - $49.87 $116,555 - $117,593
2,358 Added 6.79%
37,098 $1.84 Million
Q4 2020

Feb 12, 2021
SELL
$49.66 - $49.86 $41,317 - $41,483
-832 Reduced 2.34%
34,740 $1.73 Million
Q3 2020

Nov 12, 2020
BUY
$49.76 - $50.06 $18,759 - $18,872
377 Added 1.07%
35,572 $1.77 Million
Q2 2020

Jul 31, 2020
SELL
$48.24 - $49.96 $41,293 - $42,765
-856 Reduced 2.37%
35,195 $1.76 Million
Q1 2020

May 06, 2020
BUY
$43.92 - $49.69 $52,045 - $58,882
1,185 Added 3.4%
36,051 $1.76 Million
Q4 2019

Feb 13, 2020
BUY
$48.87 - $49.12 $20,378 - $20,483
417 Added 1.21%
34,866 $1.71 Million
Q3 2019

Nov 06, 2019
SELL
$48.76 - $49.06 $14,676 - $14,767
-301 Reduced 0.87%
34,449 $1.69 Million
Q2 2019

Aug 07, 2019
BUY
N/A
487 Added 1.42%
34,750 $1.7 Million
Q1 2019

May 13, 2019
SELL
N/A
-3,495 Reduced 9.26%
34,263 $0
Q4 2018

Feb 08, 2019
BUY
N/A
13,396 Added 54.99%
37,758 $1.82 Million
Q3 2018

Nov 14, 2018
BUY
N/A
24,362 New
24,362 $1.16 Million

Others Institutions Holding SHM

# of Institutions
441
Shares Held
68M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

SHM Quotes by TradingView
  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
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