Institutional & Family Asset Management, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024

A detailed history of Institutional & Family Asset Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 569 shares of DIA stock, worth $247,236. This represents 0.03% of its overall portfolio holdings.

Number of Shares
569
Previous 591 3.72%
Holding current value
$247,236
Previous $235,000 5.53%
% of portfolio
0.03%
Previous 0.03%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024
SELL
$377.31 - $399.95 $8,300 - $8,798
-22 Reduced 3.72%
569 $222,000
Q1 2024

May 08, 2024
SELL
$372.72 - $397.76 $10,063 - $10,739
-27 Reduced 4.37%
591 $235,000
Q4 2023

Feb 06, 2024
SELL
$324.19 - $377.03 $15,561 - $18,097
-48 Reduced 7.21%
618 $232,000
Q1 2023

May 08, 2023
SELL
$318.5 - $343.03 $33,761 - $36,361
-106 Reduced 13.73%
666 $221,000
Q3 2022

Nov 07, 2022
SELL
$287.3 - $341.74 $42,233 - $50,235
-147 Reduced 16.0%
772 $222,000
Q2 2022

Aug 08, 2022
BUY
$298.72 - $351.53 $597 - $703
2 Added 0.22%
919 $283,000
Q1 2022

May 11, 2022
BUY
$326.53 - $367.87 $1,306 - $1,471
4 Added 0.44%
917 $318,000
Q4 2021

Feb 14, 2022
SELL
$340.01 - $364.84 $30,260 - $32,470
-89 Reduced 8.88%
913 $332,000
Q3 2021

Nov 10, 2021
SELL
$338.29 - $356.57 $54,126 - $57,051
-160 Reduced 13.77%
1,002 $339,000
Q2 2021

Aug 10, 2021
SELL
$331.45 - $347.9 $117,996 - $123,852
-356 Reduced 23.45%
1,162 $401,000
Q1 2021

May 06, 2021
SELL
$299.81 - $331.66 $131,916 - $145,930
-440 Reduced 22.47%
1,518 $501,000
Q4 2020

Feb 03, 2021
BUY
$265.06 - $305.79 $15,108 - $17,430
57 Added 3.0%
1,958 $599,000
Q3 2020

Oct 30, 2020
BUY
$257.24 - $291.21 $194,730 - $220,445
757 Added 66.17%
1,901 $527,000
Q2 2020

Aug 14, 2020
BUY
$209.38 - $276.28 $21,984 - $29,009
105 Added 10.11%
1,144 $295,000
Q1 2020

May 14, 2020
SELL
$186.13 - $295.72 $617,579 - $981,198
-3,318 Reduced 76.15%
1,039 $228,000
Q4 2019

Feb 14, 2020
BUY
$260.72 - $286.33 $318,339 - $349,608
1,221 Added 38.93%
4,357 $1.24 Million
Q3 2019

Nov 14, 2019
BUY
$255.08 - $273.6 $538,984 - $578,116
2,113 Added 206.55%
3,136 $844,000
Q2 2019

Aug 14, 2019
SELL
$248.22 - $268.08 $124,110 - $134,040
-500 Reduced 32.83%
1,023 $272,000
Q1 2019

May 13, 2019
BUY
$226.72 - $260.89 $105,651 - $121,574
466 Added 44.09%
1,523 $395,000
Q4 2018

Feb 14, 2019
BUY
$218.1 - $267.95 $1,090 - $1,339
5 Added 0.48%
1,057 $247,000
Q3 2018

Nov 13, 2018
BUY
$241.66 - $267.12 $966 - $1,068
4 Added 0.38%
1,052 $278,000
Q2 2018

Aug 13, 2018
SELL
$236.15 - $253.39 $240,636 - $258,204
-1,019 Reduced 49.3%
1,048 $254,000
Q1 2018

May 14, 2018
SELL
$235.13 - $265.91 $194,452 - $219,907
-827 Reduced 28.58%
2,067 $499,000
Q4 2017

Feb 14, 2018
SELL
$225.24 - $248.13 $73,878 - $81,386
-328 Reduced 10.18%
2,894 $716,000
Q3 2017

Nov 14, 2017
BUY
$216.53 - $223.9 $430,678 - $445,337
1,989 Added 161.31%
3,222 $721,000
Q2 2017

Aug 14, 2017
BUY
N/A
1,233
1,233 $263,000

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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