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 $10.7 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
24,835
Previous 22,308 11.33%
Holding current value
$10.7 Million
Previous $8.73 Million 20.44%
% of portfolio
0.87%
Previous 0.9%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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