Sound View Wealth Advisors Group, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Sound View Wealth Advisors Group, LLC

$1.21 Billion
Q3 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 24,835 shares of DIA stock, worth $11 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

24,835

Previous 22,308 11.33%

Holding current value

$11 Million

Previous $8.73 Million 20.44%

% of portfolio

0.87%

Previous 0.9%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$386.81 - $423.12 $977,468 - $1.07 Million	2,527 Added 11.33%	24,835 $10.5 Million
Q2 2024 Aug 05, 2024	BUY	$377.31 - $399.95 $196,201 - $207,974	520 Added 2.39%	22,308 $8.73 Million
Q1 2024 May 09, 2024	SELL	$372.72 - $397.76 $409,246 - $436,740	-1,098 Reduced 4.8%	21,788 $8.67 Million
Q4 2023 Feb 08, 2024	BUY	$324.19 - $377.03 $430,848 - $501,072	1,329 Added 6.17%	22,886 $8.63 Million
Q3 2023 Nov 07, 2023	BUY	$334.95 - $356.2 $729,186 - $775,447	2,177 Added 11.23%	21,557 $7.22 Million
Q2 2023 Aug 08, 2023	BUY	$327.75 - $344.77 $66,205 - $69,643	202 Added 1.05%	19,380 $6.66 Million
Q1 2023 May 12, 2023	BUY	$318.5 - $343.03 $1.09 Million - $1.17 Million	3,409 Added 21.62%	19,178 $6.38 Million
Q4 2022 Feb 08, 2023	BUY	$291.96 - $346.06 $197,073 - $233,590	675 Added 4.47%	15,769 $5.23 Million
Q3 2022 Nov 08, 2022	SELL	$287.3 - $341.74 $113,196 - $134,645	-394 Reduced 2.54%	15,094 $4.34 Million
Q2 2022 Aug 05, 2022	BUY	$298.72 - $351.53 $293,641 - $345,553	983 Added 6.78%	15,488 $4.77 Million
Q1 2022 May 11, 2022	BUY	$326.53 - $367.87 $46,693 - $52,605	143 Added 1.0%	14,505 $5.03 Million
Q4 2021 Jan 20, 2022	BUY	$340.01 - $364.84 $213,526 - $229,119	628 Added 4.57%	14,362 $5.22 Million
Q3 2021 Oct 21, 2021	BUY	$338.29 - $356.57 $116,710 - $123,016	345 Added 2.58%	13,734 $4.65 Million
Q2 2021 Jul 21, 2021	BUY	$331.45 - $347.9 $413,649 - $434,179	1,248 Added 10.28%	13,389 $4.62 Million
Q1 2021 Apr 28, 2021	BUY	$299.81 - $331.66 $304,906 - $337,298	1,017 Added 9.14%	12,141 $4.01 Million
Q4 2020 Feb 02, 2021	SELL	$265.06 - $305.79 $795 - $917	-3 Reduced 0.03%	11,124 $3.4 Million
Q3 2020 Nov 09, 2020	SELL	$257.24 - $291.21 $99,294 - $112,407	-386 Reduced 3.35%	11,127 $3.09 Million
Q2 2020 Aug 07, 2020	SELL	$209.38 - $276.28 $627,302 - $827,734	-2,996 Reduced 20.65%	11,513 $2.97 Million
Q1 2020 May 12, 2020	SELL	$186.13 - $295.72 $31,828 - $50,568	-171 Reduced 1.16%	14,509 $3.18 Million
Q4 2019 Jan 27, 2020	BUY	$260.72 - $286.33 $89,166 - $97,924	342 Added 2.39%	14,680 $4.19 Million
Q3 2019 Nov 07, 2019	BUY	$255.08 - $273.6 $185,953 - $199,454	729 Added 5.36%	14,338 $3.86 Million
Q2 2019 Aug 07, 2019	BUY	$248.22 - $268.08 $3.38 Million - $3.65 Million	13,609 New	13,609 $3.62 Million

Others Institutions Holding DIA

# of Institutions

1,364

Shares Held

31.5M

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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Sound View Wealth Advisors Group, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History