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 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 1.25% |
$99 - $99.6
|
81
$8.05K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.3K- 28.39% |
$2.4M - $2.42M
|
61.2K
$6.09M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.4K+ 69.53% |
$2.21M - $2.23M
|
54.5K
$5.42M
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-4.46K- 49.17% |
$441K - $444K
|
4.61K
$458K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
54+ 1.3% |
$5.34K - $5.38K
|
4.22K
$419K
|
|
Q2 2024 | |||||||
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
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-895- 30.4% |
$88.6K - $89K
|
2.05K
$204K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.72KNew |
$269K - $270K
|
2.72K
$270K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.01K- 10.01% |
$100K - $100K
|
9.08K
$903K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.62KNew |
$754K - $757K
|
7.62K
$757K
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
29.8K+ 16.95% |
$2.95M - $2.96M
|
206K
$20.5M
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
80New |
$7.92K - $7.95K
|
80
$7.95K
|
|
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
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
2.79KNew |
$276K - $277K
|
2.79K
$277K
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.3K+ 5.3% |
$129K - $129K
|
25.8K
$2.57M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-688- 94.25% |
$68.1K - $68.4K
|
42
$4.18K
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
1.42K+ 0.75% |
$140K - $141K
|
191K
$19M
|
|
Aug 06, 2024
Q2 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-17.4K- 71.39% |
$1.72M - $1.73M
|
6.98K
$694K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.75KNew |
$371K - $373K
|
3.75K
$373K
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-175- 5.43% |
$17.3K - $17.4K
|
3.05K
$303K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4.96KNew |
$491K - $493K
|
4.96K
$493K
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-315- 12.0% |
$31.2K - $31.3K
|
2.31K
$230K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.37KClosed |
$333K - $334K
|
0
$0
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-230- 88.46% |
$22.8K - $22.9K
|
30
$2.98K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
4.18KNew |
$414K - $416K
|
4.18K
$416K
|
|
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
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-182KClosed |
$18M - $18.1M
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.34KNew |
$231K - $233K
|
2.34K
$232K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.44KNew |
$737K - $740K
|
7.44K
$739K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
63+ 63.0% |
$6.24K - $6.27K
|
163
$16.2K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18New |
$1.78K - $1.79K
|
18
$1.79K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.43K- 19.53% |
$141K - $142K
|
5.87K
$584K
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-799- 28.26% |
$79.1K - $79.5K
|
2.03K
$202K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-41.7K- 36.75% |
$4.13M - $4.15M
|
71.7K
$7.13M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.8K+ 210.93% |
$4.24M - $4.26M
|
63.1K
$6.28M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-642- 77.07% |
$63.6K - $63.9K
|
191
$19K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.33KNew |
$429K - $431K
|
4.33K
$430K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
559New |
$55.4K - $55.6K
|
559
$55.6K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
268New |
$26.5K - $26.7K
|
268
$26.6K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-8.84K- 75.49% |
$875K - $880K
|
2.87K
$285K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
9New |
$891 - $896
|
9
$895
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-5.69K- 56.05% |
$563K - $566K
|
4.46K
$443K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-101- 1.61% |
$10K - $10.1K
|
6.19K
$615K
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
2.07K+ 16.5% |
$205K - $206K
|
14.6K
$1.45M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.21KNew |
$318K - $319K
|
3.21K
$319K
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-41.7K- 93.43% |
$4.13M - $4.15M
|
2.93K
$291K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$99.1 - $99.5
|
1
$99.4
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.38KNew |
$137K - $137K
|
1.38K
$137K
|