Liberty Wealth Management LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Liberty Wealth Management LLC

$504 Million
Q1 2025

A detailed history of Liberty Wealth Management LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Liberty Wealth Management LLC holds 576 shares of DIA stock, worth $257,535. This represents 0.05% of its overall portfolio holdings.

Number of Shares

576

Previous 576 -0.0%

Holding current value

$257,535

Previous $241,000 -0.0%

% of portfolio

0.05%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$408.78 - $448.82 $22,074 - $24,236	-54 Reduced 8.57%	576 $241,000
Q3 2024 Nov 01, 2024	BUY	$386.81 - $423.12 $10,830 - $11,847	28 Added 4.65%	630 $266,000
Q2 2024 Aug 06, 2024	SELL	$377.31 - $399.95 $7,923 - $8,398	-21 Reduced 3.37%	602 $235,000
Q1 2024 May 02, 2024	SELL	$372.72 - $397.76 $115,915 - $123,703	-311 Reduced 33.3%	623 $248,000
Q4 2023 Feb 08, 2024	BUY	$324.19 - $377.03 $324 - $377	1 Added 0.11%	934 $351,000
Q3 2023 Nov 13, 2023	BUY	$334.95 - $356.2 $98,475 - $104,722	294 Added 46.01%	933 $312,000
Q2 2023 Aug 10, 2023	SELL	$327.75 - $344.77 $9,177 - $9,653	-28 Reduced 4.2%	639 $219,000
Q1 2023 May 03, 2023	BUY	$318.5 - $343.03 $212,439 - $228,801	667 New	667 $221,000
Q2 2022 Aug 15, 2022	BUY	$298.72 - $351.53 $1,792 - $2,109	6 Added 0.92%	661 $203,000
Q4 2021 Feb 15, 2022	SELL	$340.01 - $364.84 $71,402 - $76,616	-210 Reduced 24.28%	655 $238,000
Q3 2021 Nov 15, 2021	SELL	$338.29 - $356.57 $32,137 - $33,874	-95 Reduced 9.9%	865 $293,000
Q2 2021 Aug 13, 2021	SELL	$331.45 - $347.9 $74.8 Million - $78.6 Million	-225,809 Reduced 99.58%	960 $227,000
Q2 2021 Aug 13, 2021	BUY	$331.45 - $347.9 $74.9 Million - $78.7 Million	226,115 Added 34574.16%	226,769 $960,000
Q4 2020 Feb 09, 2021	SELL	$265.06 - $305.79 $9,277 - $10,702	-35 Reduced 5.08%	654 $197,000
Q3 2020 Nov 05, 2020	SELL	$257.24 - $291.21 $41,930 - $47,467	-163 Reduced 19.13%	689 $191,000
Q2 2020 Aug 04, 2020	SELL	$209.38 - $276.28 $17,587 - $23,207	-84 Reduced 8.97%	852 $220,000
Q1 2020 Apr 27, 2020	SELL	$186.13 - $295.72 $2,791 - $4,435	-15 Reduced 1.58%	936 $205,000
Q4 2019 Feb 05, 2020	BUY	$260.72 - $286.33 $260 - $286	1 Added 0.11%	951 $271,000
Q3 2019 Oct 30, 2019	SELL	$255.08 - $273.6 $129,070 - $138,441	-506 Reduced 34.75%	950 $256,000
Q2 2019 Jul 30, 2019	BUY	$248.22 - $268.08 $166,555 - $179,881	671 Added 85.48%	1,456 $387,000
Q1 2019 Apr 18, 2019	SELL	$226.72 - $260.89 $43,076 - $49,569	-190 Reduced 19.49%	785 $203,000
Q4 2018 Mar 26, 2019	BUY	$218.1 - $267.95 $212,647 - $261,251	975 New	975 $227,000

Others Institutions Holding DIA

# of Institutions

1,452

Shares Held

34.6M

Call Options Held

8.39M

Put Options Held

10.4M

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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Liberty Wealth Management LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History