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 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
16KNew |
$1.58M - $1.59M
|
16K
$1.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
67.8KNew |
$6.72M - $6.75M
|
67.8K
$6.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
2.02KNew |
$200K - $201K
|
2.02K
$201K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-147- 99.32% |
$14.5K - $14.6K
|
1
$99.4
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
38.3K+ 33.34% |
$3.79M - $3.82M
|
153K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-679- 0.55% |
$67.1K - $67.6K
|
123K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.15KNew |
$509K - $512K
|
5.15K
$512K
|
|
|
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
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.16KNew |
$213K - $215K
|
2.16K
$214K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.57KNew |
$353K - $355K
|
3.57K
$355K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-976- 34.54% |
$96.5K - $97.1K
|
1.85K
$184K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.02K+ 4.76% |
$199K - $201K
|
44.4K
$4.41M
|
|
|
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
$237K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.76KNew |
$471K - $474K
|
4.76K
$473K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-200- 6.25% |
$19.8K - $19.9K
|
3K
$298K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.72K- 95.13% |
$664K - $668K
|
344
$34.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
377+ 5.81% |
$37.3K - $37.5K
|
6.86K
$682K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-4.62K- 14.63% |
$457K - $460K
|
27K
$2.68M
|
|
| Q3 2023 | |||||||
|
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
$4.28K
|
|
|
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
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.93KNew |
$785K - $788K
|
7.93K
$788K
|
|
|
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 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 | |||||||
|
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
$2.63M
|
|
|
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
$262K
|
|
|
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
$99.4K
|
|