Latest Institutional Purchases of Spdr Bloomberg Short Term Inte (BWZ)
This list provides information on the latest institutional transactions involving Spdr Bloomberg Short Term Inte (BWZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.9K+ 14.12% |
$100K - $107K
|
31.5K
$881K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
720New |
$18.5K - $19.8K
|
720
$20.1K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
223KNew |
$5.93M - $6.14M
|
223K
$6.23M
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.27KNew |
$33.4K - $35.3K
|
1.27K
$35.5K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
2New |
$52.6 - $55.6
|
2
$55.9
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
354KNew |
$8.71M - $9.57M
|
354K
$9.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
175KNew |
$4.3M - $4.73M
|
175K
$4.88M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
14.3KNew |
$351K - $386K
|
14.3K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
206New |
$5.07K - $5.57K
|
206
$5.76K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
165+ 100.0% |
$4.06K - $4.46K
|
330
$9.22K
|
|
| Q3 2022 | |||||||
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
432New |
$10.6K - $11.7K
|
432
$12.1K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
5+ 0.05% |
$123 - $136
|
10.1K
$281K
|
|
| Q2 2022 | |||||||
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$282K - $307K
|
10.6K
$295K
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
10.4K+ 11.12% |
$278K - $303K
|
104K
$2.91M
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
87New |
$2.32K - $2.53K
|
87
$2.43K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
81New |
$2.16K - $2.35K
|
81
$2.26K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
15.9K+ 6.39% |
$480K - $495K
|
264K
$7.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
903New |
$27.3K - $28.2K
|
903
$25.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
325New |
$9.82K - $10.1K
|
325
$9.08K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$775K - $796K
|
25K
$699K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
87.9KNew |
$2.76M - $2.89M
|
87.9K
$2.46M
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.51KNew |
$100K - $109K
|
3.51K
$98K
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2New |
N/A
|
2
$55.9
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$27.9
|
|