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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.57K- 49.2% |
$453K - $455K
|
4.72K
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.28KNew |
$225K - $227K
|
2.28K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-1.23K- 26.75% |
$122K - $123K
|
3.37K
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-5.89K- 14.12% |
$584K - $586K
|
35.9K
$3.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.03KNew |
$201K - $202K
|
2.03K
$202K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-768- 8.47% |
$76K - $76.4K
|
8.3K
$825K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13.6KNew |
$1.35M - $1.35M
|
13.6K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.18K- 17.2% |
$216K - $217K
|
10.5K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-33.2K- 33.67% |
$3.29M - $3.31M
|
65.5K
$6.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-71.9K- 45.88% |
$7.12M - $7.15M
|
84.8K
$8.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
39+ 1.55% |
$3.86K - $3.88K
|
2.55K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-61.9K- 65.28% |
$6.12M - $6.16M
|
32.9K
$3.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
100+ 3.38% |
$9.9K - $9.95K
|
3.06K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.01K+ 58.2% |
$694K - $697K
|
19.1K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
755+ 4.68% |
$74.7K - $75.1K
|
16.9K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63+ 1.54% |
$6.24K - $6.27K
|
4.15K
$412K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-151- 3.75% |
$14.9K - $15K
|
3.88K
$385K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
52+ 0.2% |
$5.15K - $5.17K
|
25.5K
$2.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
163+ 1.67% |
$16.1K - $16.2K
|
9.91K
$986K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.08KNew |
$107K - $107K
|
1.08K
$107K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-27.6K- 72.21% |
$2.73M - $2.74M
|
10.6K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.89KNew |
$286K - $287K
|
2.89K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.51K+ 89.43% |
$347K - $349K
|
7.44K
$739K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
731+ 8.43% |
$72.4K - $72.7K
|
9.4K
$935K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.52KNew |
$249K - $250K
|
2.52K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.1K- 11.18% |
$208K - $209K
|
16.7K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.88K- 11.7% |
$186K - $187K
|
14.2K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.53K+ 24.11% |
$251K - $252K
|
13K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
58.4K+ 259.36% |
$5.79M - $5.82M
|
81K
$8.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.88K- 55.78% |
$285K - $286K
|
2.28K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-230- 3.49% |
$22.8K - $22.9K
|
6.36K
$632K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
547+ 6.84% |
$54.2K - $54.4K
|
8.54K
$849K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.03K+ 5.11% |
$102K - $103K
|
21.3K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-1.15K- 4.54% |
$114K - $115K
|
24.2K
$2.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
6.19K+ 42.21% |
$613K - $616K
|
20.9K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.45K+ 26.42% |
$936K - $940K
|
45.2K
$4.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
25+ 1.09% |
$2.48K - $2.49K
|
2.32K
$231K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
862+ 2.03% |
$85.3K - $85.8K
|
43.2K
$4.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
16.7K+ 11.06% |
$1.65M - $1.66M
|
167K
$16.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
540+ 8.47% |
$53.5K - $53.7K
|
6.92K
$688K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-36.9K- 86.14% |
$3.66M - $3.67M
|
5.94K
$591K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.65% |
$2.28K - $2.29K
|
3.54K
$352K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-8.55K- 23.28% |
$846K - $850K
|
28.2K
$2.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5.03KNew |
$498K - $500K
|
5.03K
$500K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-640- 16.65% |
$63.4K - $63.7K
|
3.2K
$318K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.09K- 2.24% |
$108K - $109K
|
47.7K
$4.74M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.94K+ 1.31% |
$291K - $293K
|
228K
$22.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.97K- 33.91% |
$294K - $295K
|
5.78K
$575K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13.8K+ 59.8% |
$1.36M - $1.37M
|
36.8K
$3.66M
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.01KNew |
$892K - $898K
|
9.01K
$896K
|
|