Elmwood Wealth Management, Inc. Spdr Bloomberg 1 3 Month T Bil Transaction History

Elmwood Wealth Management, Inc.

$228 Million
Q4 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 64,300 shares of BIL stock, worth $5.89 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares

64,300

Previous 26,987 138.26%

Holding current value

$5.89 Million

Previous $2.48 Million 137.3%

% of portfolio

2.57%

Previous 1.11%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$91.29 - $91.8 $3.41 Million - $3.43 Million	37,313 Added 138.26%	64,300 $5.88 Million
Q3 2024 Oct 11, 2024	SELL	$91.42 - $91.82 $17,918 - $17,996	-196 Reduced 0.72%	26,987 $2.48 Million
Q2 2024 Aug 13, 2024	SELL	$91.42 - $91.82 $922,244 - $926,280	-10,088 Reduced 27.07%	27,183 $2.49 Million
Q1 2024 May 10, 2024	BUY	$91.4 - $91.8 $86,464 - $86,842	946 Added 2.6%	37,271 $3.42 Million
Q4 2023 Jan 30, 2024	SELL	$91.22 - $91.84 $282,599 - $284,520	-3,098 Reduced 7.86%	36,325 $3.32 Million
Q3 2023 Nov 15, 2023	SELL	$91.43 - $91.86 $1.11 Million - $1.11 Million	-12,134 Reduced 23.54%	39,423 $3.62 Million
Q2 2023 Aug 10, 2023	SELL	$91.41 - $91.82 $119,472 - $120,008	-1,307 Reduced 2.47%	51,557 $4.73 Million
Q1 2023 Apr 28, 2023	BUY	$91.4 - $91.84 $342,658 - $344,308	3,749 Added 7.63%	52,864 $4.85 Million
Q4 2022 Jan 25, 2023	BUY	$91.33 - $91.67 $518,297 - $520,227	5,675 Added 13.06%	49,115 $0
Q3 2022 Nov 14, 2022	BUY	$91.38 - $91.6 $680,781 - $682,420	7,450 Added 20.7%	43,440 $3.98 Million
Q2 2022 Jul 12, 2022	BUY	$91.41 - $91.49 $362,897 - $363,215	3,970 Added 12.4%	35,990 $3.29 Million
Q1 2022 May 16, 2022	BUY	$91.4 - $91.43 $566,680 - $566,866	6,200 Added 24.01%	32,020 $2.93 Million
Q4 2021 Feb 08, 2022	BUY	$91.42 - $91.46 $2.15 Million - $2.15 Million	23,500 Added 1012.93%	25,820 $2.36 Million
Q2 2021 Aug 13, 2021	SELL	$91.47 - $91.51 $365,880 - $366,040	-4,000 Reduced 63.29%	2,320 $212,000
Q1 2021 May 13, 2021	SELL	$91.5 - $91.52 $449,265 - $449,363	-4,910 Reduced 43.72%	6,320 $0
Q2 2020 Aug 13, 2020	BUY	$91.52 - $91.58 $1.03 Million - $1.03 Million	11,230 New	11,230 $1.03 Million
Q1 2020 May 12, 2020	SELL	$91.44 - $91.66 $1.09 Million - $1.09 Million	-11,920 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$91.41 - $91.6 $822,690 - $824,400	9,000 Added 308.22%	11,920 $1.09 Million
Q3 2019 Nov 13, 2019	SELL	$91.47 - $91.59 $165,103 - $165,319	-1,805 Reduced 38.2%	2,920 $267,000
Q2 2019 Aug 07, 2019	BUY	N/A	4,725 New	4,725 $433,000

Others Institutions Holding BIL

# of Institutions

1,201

Shares Held

236M

Call Options Held

3.3K

Put Options Held

105K

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

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Elmwood Wealth Management, Inc. Spdr Bloomberg 1 3 Month T Bil Transaction History