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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-37Closed |
$3.66K - $3.68K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
43New |
$4.26K - $4.28K
|
43
$4.27K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.4K- 33.24% |
$138K - $139K
|
2.81K
$279K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
8+ 4.71% |
$792 - $796
|
178
$17.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.5K- 22.5% |
$1.04M - $1.05M
|
36.3K
$3.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.93KNew |
$785K - $788K
|
7.93K
$787K
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
48KNew |
$4.75M - $4.77M
|
48K
$4.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
57.3KNew |
$5.67M - $5.7M
|
57.3K
$5.69M
|
|
|
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
$285K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.16KNew |
$411K - $413K
|
4.16K
$413K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-831- 21.62% |
$82.3K - $82.7K
|
3.01K
$299K
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
478KNew |
$47.3M - $47.5M
|
478K
$47.5M
|
|
|
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
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
300New |
$29.7K - $29.9K
|
300
$29.8K
|
|
|
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
$480K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-105- 25.61% |
$10.4K - $10.4K
|
305
$30.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.17KNew |
$314K - $316K
|
3.17K
$315K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-806- 20.24% |
$79.9K - $80.2K
|
3.18K
$316K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
6.22KNew |
$616K - $619K
|
6.22K
$618K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.63KNew |
$261K - $262K
|
2.63K
$261K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
15.3K+ 2.3% |
$1.52M - $1.53M
|
682K
$67.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
158+ 103.27% |
$15.7K - $15.7K
|
311
$30.9K
|
|
| Q1 2023 | |||||||
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8New |
$793 - $797
|
8
$795
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
3.3KNew |
$327K - $329K
|
3.3K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.2KNew |
$317K - $319K
|
3.2K
$318K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
116New |
$11.5K - $11.6K
|
116
$11.5K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.02KNew |
$200K - $201K
|
2.02K
$201K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1KNew |
$99.1K - $99.6K
|
1K
$99.3K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
2.55KNew |
$252K - $254K
|
2.55K
$253K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
16KNew |
$1.58M - $1.59M
|
16K
$1.58M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.1K- 21.0% |
$208K - $209K
|
7.9K
$785K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.68KNew |
$463K - $466K
|
4.68K
$464K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.02KNew |
$200K - $201K
|
2.02K
$201K
|
|
|
Apr 24, 2023
Q1 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
3.85KNew |
$381K - $383K
|
3.85K
$382K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
7.64KNew |
$758K - $761K
|
7.64K
$759K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
5KNew |
$496K - $498K
|
5K
$497K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
24.4KNew |
$2.41M - $2.42M
|
24.4K
$2.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
3.03K+ 57.33% |
$300K - $301K
|
8.31K
$826K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
15KNew |
$1.49M - $1.5M
|
15K
$1.49M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.78KNew |
$275K - $276K
|
2.78K
$276K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
26.5KNew |
$2.64M - $2.65M
|
26.5K
$2.64M
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
200New |
$19.9K - $19.9K
|
200
$19.9K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
36.2KNew |
$3.61M - $3.62M
|
36.2K
$3.6M
|
|
| Q1 2022 | |||||||
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.2KClosed |
$519K - $520K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2KClosed |
$200K - $200K
|
0
$0
|
|