Institute For Wealth Management, Llc. Spdr Dow Jones Industrial Average ETF Trust Transaction History

Institute For Wealth Management, Llc.

  • $766 Million
  • Q1 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,322 shares of DIA stock, worth $1.31 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,322
Previous 3,644 8.84%
Holding current value
$1.31 Million
Previous $1.37 Million 3.79%
% of portfolio
0.17%
Previous 0.23%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$372.72 - $397.76 $120,015 - $128,078
-322 Reduced 8.84%
3,322 $1.32 Million
Q4 2023

Jan 31, 2024
BUY
$324.19 - $377.03 $648 - $754
2 Added 0.05%
3,644 $1.37 Million
Q3 2023

Oct 13, 2023
SELL
$334.95 - $356.2 $200,635 - $213,363
-599 Reduced 14.12%
3,642 $1.22 Million
Q2 2023

Jul 25, 2023
BUY
$327.75 - $344.77 $230,080 - $242,028
702 Added 19.84%
4,241 $1.46 Million
Q1 2023

Apr 20, 2023
SELL
$318.5 - $343.03 $67,840 - $73,065
-213 Reduced 5.68%
3,539 $1.18 Million
Q4 2022

Feb 02, 2023
BUY
$291.96 - $346.06 $172,548 - $204,521
591 Added 18.7%
3,752 $1.24 Million
Q3 2022

Oct 18, 2022
SELL
$287.3 - $341.74 $574,025 - $682,796
-1,998 Reduced 38.73%
3,161 $908,000
Q2 2022

Jul 25, 2022
BUY
$298.72 - $351.53 $597,440 - $703,060
2,000 Added 63.31%
5,159 $1.59 Million
Q1 2022

Apr 29, 2022
BUY
$326.53 - $367.87 $333,713 - $375,963
1,022 Added 47.82%
3,159 $1.1 Million
Q4 2021

Jan 21, 2022
BUY
$340.01 - $364.84 $9,520 - $10,215
28 Added 1.33%
2,137 $776,000
Q3 2021

Nov 15, 2021
BUY
$338.29 - $356.57 $157,643 - $166,161
466 Added 28.36%
2,109 $714,000
Q2 2021

Jul 21, 2021
BUY
$331.45 - $347.9 $48,723 - $51,141
147 Added 9.83%
1,643 $567,000
Q1 2021

May 04, 2021
SELL
$299.81 - $331.66 $72,853 - $80,593
-243 Reduced 13.97%
1,496 $494,000
Q4 2020

Feb 01, 2021
BUY
$265.06 - $305.79 $24,385 - $28,132
92 Added 5.59%
1,739 $532,000
Q3 2020

Nov 03, 2020
SELL
$257.24 - $291.21 $484,640 - $548,639
-1,884 Reduced 53.36%
1,647 $457,000
Q2 2020

Jul 30, 2020
BUY
$209.38 - $276.28 $455,401 - $600,908
2,175 Added 160.4%
3,531 $911,000
Q1 2020

Apr 29, 2020
BUY
$186.13 - $295.72 $252,392 - $400,996
1,356 New
1,356 $297,000
Q3 2019

Oct 28, 2019
SELL
$255.08 - $273.6 $191,565 - $205,473
-751 Closed
0 $0
Q2 2019

Aug 02, 2019
BUY
$248.22 - $268.08 $186,413 - $201,328
751 New
751 $200,000
Q1 2018

May 15, 2018
SELL
$235.13 - $265.91 $575,598 - $650,947
-2,448 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
$225.24 - $248.13 $551,387 - $607,422
2,448
2,448 $605,000

Others Institutions Holding DIA

# of Institutions
1,258
Shares Held
31.2M
Call Options Held
8.29M
Put Options Held
11.3M
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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