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

Institute For Wealth Management, Llc.

$781 Million
Q3 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 1,065 shares of DIA stock, worth $456,395. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,065

Previous 1,064 0.09%

Holding current value

$456,395

Previous $416,000 8.17%

% of portfolio

0.06%

Previous 0.06%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$386.81 - $423.12 $386 - $423	1 Added 0.09%	1,065 $450,000
Q2 2024 Jul 25, 2024	SELL	$377.31 - $399.95 $851,965 - $903,087	-2,258 Reduced 67.97%	1,064 $416,000
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

1,336

Shares Held

34.2M

Call Options Held

10.4M

Put Options Held

12.1M

View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

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