Latest Institutional Transactions on Spdr Bloomberg 3 12 Month T Bi (BILS)
This table provides information on the latest institutional transactions involving Spdr Bloomberg 3 12 Month T Bi (BILS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18New |
$1.78K - $1.79K
|
18
$1.78K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-26.6K- 29.5% |
$2.64M - $2.65M
|
63.6K
$6.3M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
348+ 0.69% |
$34.5K - $34.6K
|
50.5K
$5M
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.2K- 5.37% |
$218K - $219K
|
38.7K
$3.83M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.9KNew |
$1.97M - $1.98M
|
19.9K
$1.97M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.45KNew |
$441K - $443K
|
4.45K
$441K
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
113+ 1.51% |
$11.2K - $11.2K
|
7.62K
$754K
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
9.22KNew |
$913K - $918K
|
9.22K
$913K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.28K+ 21.5% |
$225K - $226K
|
12.9K
$1.27M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.71KNew |
$565K - $568K
|
5.71K
$565K
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
12.9K+ 327.01% |
$1.28M - $1.28M
|
16.9K
$1.67M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
16.3K+ 13.53% |
$1.62M - $1.63M
|
137K
$13.6M
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
435+ 1.81% |
$43.1K - $43.3K
|
24.5K
$2.43M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-214K- 35.5% |
$21.2M - $21.3M
|
388K
$38.5M
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-250- 3.46% |
$24.8K - $24.9K
|
6.97K
$690K
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-24.8K- 9.95% |
$2.45M - $2.47M
|
224K
$22.2M
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-800- 94.01% |
$79.2K - $79.6K
|
51
$5.05K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-119- 11.9% |
$11.8K - $11.8K
|
881
$87.2K
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.9K- 48.14% |
$386K - $388K
|
4.2K
$415K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-642- 77.07% |
$63.6K - $63.9K
|
191
$18.9K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.48K- 23.74% |
$344K - $346K
|
11.2K
$1.11M
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
69.2K+ 15.34% |
$6.86M - $6.89M
|
520K
$51.5M
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-756- 13.86% |
$74.9K - $75.2K
|
4.7K
$465K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.3K- 1.37% |
$1.02M - $1.03M
|
739K
$73.2M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
559New |
$55.4K - $55.6K
|
559
$55.3K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.33KNew |
$429K - $431K
|
4.33K
$428K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.27KNew |
$225K - $226K
|
2.27K
$225K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.1K+ 20112.85% |
$4.96M - $4.98M
|
50.3K
$4.98M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.21K- 75.18% |
$219K - $220K
|
730
$72.3K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
268New |
$26.5K - $26.7K
|
268
$26.5K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
157K+ 10.5% |
$15.6M - $15.6M
|
1.65M
$164M
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
7.32K+ 5.5% |
$725K - $728K
|
140K
$13.9M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-8.84K- 75.49% |
$875K - $880K
|
2.87K
$284K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.5K+ 5.77% |
$4.21M - $4.23M
|
779K
$77.1M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-123K- 59.19% |
$12.2M - $12.3M
|
85K
$8.42M
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
60.6K+ 15.48% |
$6.01M - $6.04M
|
452K
$44.8M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.13K- 14.61% |
$409K - $411K
|
24.2K
$2.39M
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-14.8K- 7.46% |
$1.47M - $1.47M
|
184K
$18.2M
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.49K- 10.07% |
$345K - $347K
|
31.1K
$3.08M
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-19.4K- 12.52% |
$1.92M - $1.93M
|
136K
$13.4M
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
24K+ 211.87% |
$2.38M - $2.39M
|
35.4K
$3.5M
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
863+ 0.66% |
$85.5K - $85.9K
|
132K
$13M
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
579+ 15.55% |
$57.3K - $57.6K
|
4.3K
$426K
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
14.6K+ 412.3% |
$1.44M - $1.45M
|
18.1K
$1.79M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.65K+ 10.03% |
$164K - $164K
|
18.1K
$1.79M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.95K+ 32.36% |
$193K - $194K
|
7.98K
$790K
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.04K- 6.32% |
$202K - $203K
|
30.2K
$2.99M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14.6K- 81.93% |
$1.45M - $1.45M
|
3.22K
$319K
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-14.6K- 81.93% |
$1.45M - $1.45M
|
3.22K
$319K
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
22.9K+ 25.95% |
$2.27M - $2.28M
|
111K
$11M
|