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 |
|---|---|---|---|---|---|---|---|
|
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
$1.59M
|
|
|
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
$465K
|
|
|
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
$383K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
5KNew |
$496K - $498K
|
5K
$497K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
7.64KNew |
$758K - $761K
|
7.64K
$760K
|
|
|
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
$1.5M
|
|
| 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
|
|