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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
15.4K+ 173.54% |
$1.52M - $1.53M
|
24.2K
$2.41M
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
229K+ 73.98% |
$22.6M - $22.7M
|
538K
$53.6M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.17K+ 14.93% |
$215K - $216K
|
16.7K
$1.67M
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
4.66K+ 43.83% |
$461K - $463K
|
15.3K
$1.52M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-421- 3.7% |
$41.7K - $41.8K
|
10.9K
$1.09M
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.26KNew |
$224K - $225K
|
2.26K
$225K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
11.5KNew |
$1.14M - $1.15M
|
11.5K
$1.15M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.64K+ 50.97% |
$162K - $163K
|
4.85K
$483K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.8K- 22.99% |
$1.47M - $1.47M
|
49.7K
$4.95M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 6.11% |
$122K - $123K
|
21.4K
$2.14M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-219Closed |
$21.7K - $21.8K
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
285+ 6.73% |
$28.2K - $28.3K
|
4.52K
$450K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4.73K- 12.2% |
$468K - $470K
|
34K
$3.39M
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
135New |
$13.4K - $13.4K
|
135
$13.4K
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-29.8K- 90.91% |
$2.95M - $2.97M
|
2.98K
$297K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-800- 75.33% |
$79.2K - $79.5K
|
262
$26.1K
|
|
Jul 22, 2024
Q2 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
4.36K+ 4.04% |
$431K - $433K
|
112K
$11.2M
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
416+ 1.25% |
$41.2K - $41.4K
|
33.7K
$3.36M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.72K+ 67.82% |
$863K - $867K
|
21.6K
$2.15M
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-73.8K- 80.49% |
$7.3M - $7.33M
|
17.9K
$1.78M
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-1.35K- 14.38% |
$133K - $134K
|
8.02K
$798K
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
376+ 4.19% |
$37.2K - $37.4K
|
9.34K
$930K
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-4.03K- 8.26% |
$399K - $400K
|
44.7K
$4.45M
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.85K+ 12.16% |
$183K - $183K
|
17K
$1.7M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-46.4K- 35.17% |
$4.59M - $4.61M
|
85.5K
$8.52M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.27K- 6.59% |
$225K - $226K
|
32.2K
$3.2M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
506+ 5.68% |
$50.1K - $50.3K
|
9.41K
$937K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.37KClosed |
$333K - $334K
|
0
$0
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.08KNew |
$206K - $207K
|
2.08K
$208K
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-67.4K- 84.45% |
$6.67M - $6.7M
|
12.4K
$1.24M
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-290- 8.94% |
$28.7K - $28.8K
|
2.95K
$294K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.65K+ 4.32% |
$361K - $363K
|
88.1K
$8.77M
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
804+ 24.66% |
$79.6K - $79.9K
|
4.06K
$405K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
80New |
$7.92K - $7.95K
|
80
$7.97K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-230- 88.46% |
$22.8K - $22.9K
|
30
$2.99K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
4.18KNew |
$414K - $416K
|
4.18K
$417K
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-40.8K- 78.48% |
$4.04M - $4.05M
|
11.2K
$1.11M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-57- 2.06% |
$5.64K - $5.67K
|
2.71K
$270K
|
|
Jul 17, 2024
Q2 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-96- 2.47% |
$9.5K - $9.54K
|
3.79K
$377K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.49K+ 56.31% |
$147K - $148K
|
4.13K
$411K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.08K+ 22.81% |
$502K - $505K
|
27.3K
$2.72M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-150- 2.11% |
$14.8K - $14.9K
|
6.95K
$692K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
197+ 5.63% |
$19.5K - $19.6K
|
3.7K
$368K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.7KNew |
$267K - $269K
|
2.7K
$269K
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-367- 13.9% |
$36.3K - $36.5K
|
2.27K
$226K
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.39K- 8.3% |
$236K - $237K
|
26.4K
$2.63M
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
25.2KNew |
$2.49M - $2.5M
|
25.2K
$2.51M
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
749+ 9.94% |
$74.1K - $74.5K
|
8.28K
$825K
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-66- 1.56% |
$6.53K - $6.56K
|
4.16K
$414K
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-773- 25.03% |
$76.5K - $76.8K
|
2.32K
$231K
|