Integrated Wealth Concepts LLC Spdr Bloomberg 3 12 Month T Bi Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 363,715 shares of BILS stock, worth $36.1 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
363,715
Previous 136,148 167.15%
Holding current value
$36.1 Million
Previous $13.5 Million 167.71%
% of portfolio
0.46%
Previous 0.19%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$98.97 - $99.59 $22.5 Million - $22.7 Million
227,567 Added 167.15%
363,715 $36.2 Million
Q2 2024

Aug 14, 2024
BUY
$98.98 - $99.4 $2.74 Million - $2.76 Million
27,721 Added 25.57%
136,148 $13.5 Million
Q1 2024

May 15, 2024
SELL
$99.05 - $99.53 $1.68 Million - $1.69 Million
-16,950 Reduced 13.52%
108,427 $10.8 Million
Q4 2023

Feb 13, 2024
BUY
$98.89 - $99.53 $5 Million - $5.03 Million
50,562 Added 67.58%
125,377 $12.4 Million
Q3 2023

Nov 15, 2023
BUY
$99.03 - $99.47 $2.04 Million - $2.05 Million
20,573 Added 37.93%
74,815 $7.44 Million
Q2 2023

Aug 15, 2023
BUY
$99.07 - $99.51 $982,576 - $986,940
9,918 Added 22.38%
54,242 $5.39 Million
Q1 2023

May 03, 2023
BUY
$99.12 - $99.61 $412,537 - $414,576
4,162 Added 10.36%
44,324 $4.42 Million
Q4 2022

Feb 13, 2023
BUY
$99.12 - $99.52 $3.98 Million - $4 Million
40,162 New
40,162 $3.99 Million

Others Institutions Holding BILS

# of Institutions
237
Shares Held
22.3M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR BLOOMBERG 3-12 MONTH T-BI

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

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts 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 Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email