Latest Institutional Transactions on Spdr Dow Jones Industrial Average ETF Trust (DIA)
This table provides information on the latest institutional transactions involving Spdr Dow Jones Industrial Average ETF Trust (DIA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.25% |
$387 - $423
|
395
$171K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8- 0.45% |
$3.09K - $3.38K
|
1.79K
$773K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-18- 2.06% |
$6.96K - $7.62K
|
854
$369K
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1+ 0.19% |
$387 - $423
|
537
$232K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.19% |
$387 - $423
|
522
$226K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-138- 2.34% |
$53.4K - $58.4K
|
5.75K
$2.49M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.98K+ 175.83% |
$1.15M - $1.26M
|
4.68K
$2.02M
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
51+ 52.04% |
$19.7K - $21.6K
|
149
$64.4K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-15- 0.68% |
$5.8K - $6.35K
|
2.19K
$948K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3- 0.13% |
$1.16K - $1.27K
|
2.31K
$998K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10- 1.39% |
$3.87K - $4.23K
|
710
$307K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
305+ 63.28% |
$118K - $129K
|
787
$340K
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.71KNew |
$1.44M - $1.57M
|
3.71K
$1.61M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.53K+ 6.87% |
$590K - $645K
|
23.7K
$10.3M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.83K+ 11.45% |
$709K - $776K
|
17.8K
$7.71M
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
461+ 3.2% |
$178K - $195K
|
14.9K
$6.44M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
24.5K+ 2419.72% |
$9.49M - $10.4M
|
25.6K
$11M
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
70+ 4.38% |
$27.1K - $29.6K
|
1.67K
$721K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-92- 3.34% |
$35.6K - $38.9K
|
2.66K
$1.15M
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 66.67% |
$3.87K - $4.23K
|
25
$10.8K
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
215+ 0.76% |
$83.2K - $91K
|
28.5K
$12.3M
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
573New |
$222K - $242K
|
573
$248K
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
300+ 30.8% |
$116K - $127K
|
1.27K
$551K
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-180- 2.82% |
$69.6K - $76.2K
|
6.2K
$2.68M
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-422- 0.29% |
$163K - $179K
|
146K
$63M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-528- 3.32% |
$204K - $223K
|
15.4K
$6.64M
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-15K- 96.48% |
$5.79M - $6.34M
|
546
$236K
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.32% |
$1.16K - $1.27K
|
947
$409K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-40- 0.89% |
$15.5K - $16.9K
|
4.45K
$1.92M
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
11+ 1.69% |
$4.25K - $4.65K
|
661
$286K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-27- 1.17% |
$10.4K - $11.4K
|
2.28K
$987K
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
510New |
$197K - $216K
|
510
$221K
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-292- 16.65% |
$113K - $124K
|
1.46K
$632K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-42- 1.38% |
$16.2K - $17.8K
|
2.99K
$1.29M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.13K- 18.23% |
$436K - $477K
|
5.06K
$2.19M
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
91+ 5.62% |
$35.2K - $38.5K
|
1.71K
$739K
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-54- 0.54% |
$20.9K - $22.8K
|
9.88K
$4.27M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
649+ 3.28% |
$251K - $275K
|
20.4K
$8.82M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-100- 3.27% |
$38.7K - $42.3K
|
2.96K
$1.28M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-21- 0.61% |
$8.12K - $8.89K
|
3.41K
$1.48M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.16K- 35.53% |
$449K - $491K
|
2.11K
$910K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.73K- 59.04% |
$2.21M - $2.42M
|
3.97K
$1.72M
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
89+ 74.17% |
$34.4K - $37.7K
|
209
$90.4K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.93K- 20.31% |
$745K - $815K
|
7.56K
$3.27M
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.66% |
$1.55K - $1.69K
|
609
$263K
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
4.37K+ 0.83% |
$1.69M - $1.85M
|
534K
$231M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
580+ 9.51% |
$224K - $245K
|
6.68K
$2.89M
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
123+ 17.06% |
$47.6K - $52K
|
844
$365K
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
499New |
$193K - $211K
|
499
$216K
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
12+ 2.19% |
$4.64K - $5.08K
|
561
$243K
|