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

Iams Wealth Management, LLC

$218 Billion
Q1 2025

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 77,361 shares of BIL stock, worth $7.1 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares

77,361

Previous 86,841 10.92%

Holding current value

$7.1 Million

Previous $7.94 Billion 10.62%

% of portfolio

3.25%

Previous 3.63%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$91.45 - $91.75 $866,946 - $869,790	-9,480 Reduced 10.92%	77,361 $7.1 Billion
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

1,236

Shares Held

234M

Call Options Held

3.3K

Put Options Held

3.3K

View Full List

About SPDR BLOOMBERG 1-3 MONTH T-BIL

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