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

Hcr Wealth Advisors

  • $757 Million
  • Q3 2024

A detailed history of Hcr Wealth Advisors transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Hcr Wealth Advisors holds 1,737 shares of DIA stock, worth $754,743. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,737
Previous 1,087 59.8%
Holding current value
$754,743
Previous $425,000 72.71%
% of portfolio
0.1%
Previous 0.06%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$386.81 - $423.12 $251,426 - $275,028
650 Added 59.8%
1,737 $734,000
Q4 2023

Feb 09, 2024
BUY
$324.19 - $377.03 $119,301 - $138,747
368 Added 51.18%
1,087 $409,000
Q3 2023

Oct 20, 2023
SELL
$334.95 - $356.2 $11,723 - $12,467
-35 Reduced 4.64%
719 $240,000
Q1 2023

May 12, 2023
SELL
$318.5 - $343.03 $7,325 - $7,889
-23 Reduced 2.96%
754 $250,000
Q4 2022

Feb 13, 2023
SELL
$291.96 - $346.06 $11,678 - $13,842
-40 Reduced 4.9%
777 $257,000
Q2 2022

Aug 12, 2022
SELL
$298.72 - $351.53 $59,445 - $69,954
-199 Reduced 19.59%
817 $252,000
Q1 2022

May 05, 2022
SELL
$326.53 - $367.87 $8,489 - $9,564
-26 Reduced 2.5%
1,016 $352,000
Q4 2021

Feb 04, 2022
BUY
$340.01 - $364.84 $340 - $364
1 Added 0.1%
1,042 $379,000
Q1 2021

May 13, 2021
SELL
$299.81 - $331.66 $831,373 - $919,693
-2,773 Reduced 72.71%
1,041 $344,000
Q4 2020

Feb 04, 2021
BUY
$265.06 - $305.79 $2,915 - $3,363
11 Added 0.29%
3,814 $1.17 Million
Q2 2020

Jul 30, 2020
SELL
$209.38 - $276.28 $12,981 - $17,129
-62 Reduced 1.6%
3,803 $979,000
Q1 2020

May 08, 2020
BUY
$186.13 - $295.72 $3,908 - $6,210
21 Added 0.55%
3,865 $847,000
Q4 2019

Feb 07, 2020
BUY
$260.72 - $286.33 $758,173 - $832,647
2,908 Added 310.68%
3,844 $1.1 Million
Q3 2019

Nov 07, 2019
SELL
$255.08 - $273.6 $685,655 - $735,436
-2,688 Reduced 74.17%
936 $252,000
Q2 2019

Jul 25, 2019
SELL
$248.22 - $268.08 $29,041 - $31,365
-117 Reduced 3.13%
3,624 $964,000
Q1 2019

May 10, 2019
BUY
$226.72 - $260.89 $848,159 - $975,989
3,741 New
3,741 $969,000
Q1 2018

May 15, 2018
SELL
$235.13 - $265.91 $200,801 - $227,087
-854 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
$225.24 - $248.13 $192,354 - $211,903
854
854 $211,000

Others Institutions Holding DIA

# of Institutions
1,332
Shares Held
34M
Call Options Held
10.4M
Put Options Held
12.1M
View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA Quotes by TradingView
  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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