Clarus Wealth Advisors Spdr Dow Jones Industrial Average ETF Trust Transaction History

Clarus Wealth Advisors

$196 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 09, 2020	SELL	$209.38 - $276.28 $494,136 - $652,020	-2,360 Closed	0 $0
Q1 2020 Apr 08, 2020	BUY	$186.13 - $295.72 $439,266 - $697,899	2,360 New	2,360 $497,000
Q1 2019 Apr 04, 2019	SELL	$226.72 - $260.89 $1,587 - $1,826	-7 Closed	0 $0
Q4 2018 Feb 05, 2019	SELL	$218.1 - $267.95 $1.05 Million - $1.29 Million	-4,817 Reduced 99.85%	7 $2,000
Q4 2018 Jan 08, 2019	BUY	$218.1 - $267.95 $1.05 Million - $1.29 Million	4,824 New	4,824 $1.28 Million
Q4 2018 Jan 07, 2019	SELL	$218.1 - $267.95 $1.06 Million - $1.3 Million	-4,848 Closed	0 $0
Q3 2018 Oct 03, 2018	BUY	$241.66 - $267.12 $670,606 - $741,258	2,775 Added 133.86%	4,848 $1.28 Million
Q1 2018 May 11, 2018	BUY	$235.13 - $265.91 $205,738 - $232,671	875 Added 73.04%	2,073 $500,000
Q4 2017 Feb 05, 2018	BUY	$225.24 - $248.13 $269,837 - $297,259	1,198	1,198 $296,000

Others Institutions Holding DIA

# of Institutions

1,337

Shares Held

34.2M

Call Options Held

10.4M

Put Options Held

12.1M

Morgan Stanley New York, NY

3.44M
Shares

$1.47 Billion
0.11% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.4M
Shares

$1.45 Billion
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.6M
Shares

$1.11 Billion
0.09% of portfolio
Royal Bank Of Canada Toronto, A6

2.05M
Shares

$877 Million
0.18% of portfolio
Lpl Financial LLC Fort Mill, SC

1.44M
Shares

$613 Million
0.28% of portfolio

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

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