A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 136,148 shares of BILS stock, worth $13.5 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
136,148
Previous 108,427 25.57%
Holding current value
$13.5 Million
Previous $10.8 Million 25.51%
% of portfolio
0.19%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$98.98 - $99.4 $2.74 Million - $2.76 Million
27,721 Added 25.57%
136,148 $13.5 Million
Q1 2024

May 15, 2024

SELL
$99.05 - $99.53 $1.68 Million - $1.69 Million
-16,950 Reduced 13.52%
108,427 $10.8 Million
Q4 2023

Feb 13, 2024

BUY
$98.89 - $99.53 $5 Million - $5.03 Million
50,562 Added 67.58%
125,377 $12.4 Million
Q3 2023

Nov 15, 2023

BUY
$99.03 - $99.47 $2.04 Million - $2.05 Million
20,573 Added 37.93%
74,815 $7.44 Million
Q2 2023

Aug 15, 2023

BUY
$99.07 - $99.51 $982,576 - $986,940
9,918 Added 22.38%
54,242 $5.39 Million
Q1 2023

May 03, 2023

BUY
$99.12 - $99.61 $412,537 - $414,576
4,162 Added 10.36%
44,324 $4.42 Million
Q4 2022

Feb 13, 2023

BUY
$99.12 - $99.52 $3.98 Million - $4 Million
40,162 New
40,162 $3.99 Million

Others Institutions Holding BILS

About SPDR BLOOMBERG 3-12 MONTH T-BI


  • Ticker BILS
  • Sector ETFs
  • Industry ETFs
More about BILS
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