Iams Wealth Management, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Iams Wealth Management, LLC holds 86,841 shares of BIL stock, worth $7.95 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares

86,841

Previous 111,208 21.91%

Holding current value

$7.95 Million

Previous $10.2 Billion 22.23%

% of portfolio

3.63%

Previous 5.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$91.29 - $91.8 $2.22 Million - $2.24 Million	-24,367 Reduced 21.91%	86,841 $7.94 Billion
Q3 2024 Oct 11, 2024	SELL	$91.42 - $91.82 $420,806 - $422,647	-4,603 Reduced 3.97%	111,208 $10.2 Billion
Q2 2024 Aug 05, 2024	BUY	$91.42 - $91.82 $2.79 Million - $2.8 Million	30,491 Added 35.74%	115,811 $10.6 Billion
Q1 2024 Apr 18, 2024	BUY	$91.4 - $91.8 $1.35 Million - $1.35 Million	14,739 Added 20.88%	85,320 $7.83 Billion
Q4 2023 Feb 07, 2024	SELL	$91.22 - $91.84 $2.35 Million - $2.36 Million	-25,719 Reduced 26.71%	70,581 $6.45 Billion
Q3 2023 Nov 14, 2023	BUY	$91.43 - $91.86 $8.8 Million - $8.85 Million	96,300 New	96,300 $8.84 Billion
Q1 2023 Oct 30, 2023	BUY	$91.4 - $91.84 $361,304 - $363,043	3,953 Added 4.77%	86,821 $7.97 Billion
Q4 2022 Oct 27, 2023	BUY	$91.33 - $91.67 $7.57 Million - $7.6 Million	82,868 New	82,868 $7.58 Billion

Others Institutions Holding BIL

# of Institutions

1,207

Shares Held

236M

Call Options Held

3.3K

Put Options Held

105K

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
Sector ETFs
Industry ETFs

More about BIL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Account

Iams Wealth Management, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History