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 |
---|---|---|---|---|---|---|---|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-94.2K- 48.98% |
$9.33M - $9.37M
|
98.1K
$9.77M
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
6.58KNew |
$652K - $655K
|
6.58K
$655K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
67.8KNew |
$6.72M - $6.75M
|
67.8K
$6.75M
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
2.02KNew |
$200K - $201K
|
2.02K
$201K
|
|
Q4 2023 | |||||||
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-24.3K- 10.91% |
$2.4M - $2.42M
|
198K
$19.7M
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-147- 99.32% |
$14.5K - $14.6K
|
1
$99.6
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
38.3K+ 33.34% |
$3.79M - $3.82M
|
153K
$15.3M
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-83.3K- 32.8% |
$8.24M - $8.29M
|
171K
$17M
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.15KNew |
$509K - $512K
|
5.15K
$513K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7.35KNew |
$727K - $732K
|
7.35K
$732K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-325- 11.7% |
$32.1K - $32.3K
|
2.45K
$244K
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-679- 0.55% |
$67.1K - $67.6K
|
123K
$12.3M
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2.51KNew |
$249K - $250K
|
2.51K
$250K
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.27KNew |
$224K - $226K
|
2.27K
$226K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.56K- 2.04% |
$253K - $255K
|
123K
$12.3M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.16KNew |
$213K - $215K
|
2.16K
$215K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.57KNew |
$353K - $355K
|
3.57K
$355K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22- 14.19% |
$2.18K - $2.19K
|
133
$13.2K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.02K+ 4.76% |
$199K - $201K
|
44.4K
$4.42M
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-976- 34.54% |
$96.5K - $97.1K
|
1.85K
$184K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
226+ 262.79% |
$22.3K - $22.5K
|
312
$31.1K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31New |
$3.07K - $3.09K
|
31
$3.09K
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.38KNew |
$136K - $137K
|
1.38K
$137K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.39KNew |
$236K - $238K
|
2.39K
$238K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.76KNew |
$471K - $474K
|
4.76K
$474K
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-200- 6.25% |
$19.8K - $19.9K
|
3K
$299K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.72K- 95.13% |
$664K - $668K
|
344
$34.3K
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
377+ 5.81% |
$37.3K - $37.5K
|
6.86K
$684K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-4.62K- 14.63% |
$457K - $460K
|
27K
$2.69M
|
|
Q3 2023 | |||||||
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-37Closed |
$3.66K - $3.68K
|
0
$0
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-616- 18.92% |
$61K - $61.3K
|
2.64K
$263K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
43New |
$4.26K - $4.28K
|
43
$4.28K
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
8+ 4.71% |
$792 - $796
|
178
$17.7K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.4K- 33.24% |
$138K - $139K
|
2.81K
$280K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.93KNew |
$785K - $788K
|
7.93K
$789K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.5K- 22.5% |
$1.04M - $1.05M
|
36.3K
$3.62M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.17KNew |
$908K - $912K
|
9.17K
$913K
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
48KNew |
$4.75M - $4.77M
|
48K
$4.78M
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
57.3KNew |
$5.67M - $5.7M
|
57.3K
$5.7M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-931- 3.95% |
$92.2K - $92.6K
|
22.6K
$2.25M
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.67K- 36.72% |
$165K - $166K
|
2.87K
$286K
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.16KNew |
$411K - $413K
|
4.16K
$414K
|
|
Q2 2023 | |||||||
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
478KNew |
$47.3M - $47.5M
|
478K
$47.6M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.73K+ 74.87% |
$468K - $470K
|
11K
$1.1M
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
26.4KNew |
$2.62M - $2.63M
|
26.4K
$2.63M
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
300New |
$29.7K - $29.9K
|
300
$29.9K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.16KNew |
$214K - $215K
|
2.16K
$215K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.76K- 52.68% |
$273K - $274K
|
2.48K
$246K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.83KNew |
$479K - $481K
|
4.83K
$481K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-105- 25.61% |
$10.4K - $10.4K
|
305
$30.4K
|