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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
55K+ 3.39% |
$5.44M - $5.48M
|
1.68M
$167M
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-4.46K- 49.17% |
$441K - $444K
|
4.61K
$457K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.26K+ 215.0% |
$916K - $922K
|
13.6K
$1.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-5.85K- 6.11% |
$579K - $583K
|
89.9K
$8.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
327+ 8.85% |
$32.4K - $32.6K
|
4.02K
$400K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.18K- 11.84% |
$116K - $117K
|
8.75K
$869K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
103New |
$10.2K - $10.3K
|
103
$10.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
54+ 1.3% |
$5.34K - $5.38K
|
4.22K
$419K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.96KNew |
$689K - $693K
|
6.96K
$691K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23.1KNew |
$2.28M - $2.3M
|
23.1K
$2.29M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
246KNew |
$24.4M - $24.5M
|
246K
$24.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
54+ 4.71% |
$5.34K - $5.37K
|
1.2K
$119K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
452New |
$44.7K - $44.9K
|
452
$44.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.01K- 10.01% |
$100K - $100K
|
9.08K
$902K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.72KNew |
$269K - $270K
|
2.72K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-895- 30.4% |
$88.6K - $89K
|
2.05K
$204K
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
26.1KNew |
$2.59M - $2.6M
|
26.1K
$2.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
7.69KNew |
$761K - $764K
|
7.69K
$764K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.62KNew |
$754K - $757K
|
7.62K
$756K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
80New |
$7.92K - $7.95K
|
80
$7.95K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-7.82K- 46.43% |
$774K - $778K
|
9.03K
$897K
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
29.8K+ 16.95% |
$2.95M - $2.96M
|
206K
$20.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.5KNew |
$247K - $249K
|
2.5K
$248K
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-232- 3.33% |
$23K - $23.1K
|
6.74K
$669K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.14K- 51.0% |
$212K - $213K
|
2.06K
$204K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.29K- 57.57% |
$325K - $327K
|
2.42K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
2.79KNew |
$276K - $277K
|
2.79K
$277K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-688- 94.25% |
$68.1K - $68.4K
|
42
$4.17K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.3K+ 5.3% |
$129K - $129K
|
25.8K
$2.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
1.42K+ 0.75% |
$140K - $141K
|
191K
$19M
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
252+ 26.39% |
$24.9K - $25K
|
1.21K
$120K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
25New |
$2.47K - $2.49K
|
25
$2.48K
|
|
|
Aug 06, 2024
Q2 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-17.4K- 71.39% |
$1.72M - $1.73M
|
6.98K
$693K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
118K+ 5734.32% |
$11.7M - $11.7M
|
120K
$11.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-175- 5.43% |
$17.3K - $17.4K
|
3.05K
$303K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-175- 5.43% |
$17.3K - $17.4K
|
3.05K
$303K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.75KNew |
$371K - $373K
|
3.75K
$373K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.81K- 41.55% |
$179K - $180K
|
2.54K
$252K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.68K+ 9.06% |
$463K - $465K
|
56.3K
$5.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4.96KNew |
$491K - $493K
|
4.96K
$492K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-315- 12.0% |
$31.2K - $31.3K
|
2.31K
$229K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16- 10.32% |
$1.58K - $1.59K
|
139
$13.8K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
135New |
$13.4K - $13.4K
|
135
$13.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.37KClosed |
$333K - $334K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
4.18KNew |
$414K - $416K
|
4.18K
$416K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-230- 88.46% |
$22.8K - $22.9K
|
30
$2.98K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-367- 13.9% |
$36.3K - $36.5K
|
2.27K
$226K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-773- 25.03% |
$76.5K - $76.8K
|
2.32K
$230K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.62K- 71.62% |
$160K - $161K
|
640
$63.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-5.32K- 45.49% |
$527K - $529K
|
6.38K
$633K
|
|