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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-85- 4.59% |
$32.1K - $34K
|
1.77K
$764K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
285+ 3.57% |
$108K - $114K
|
8.26K
$3.57M
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-115- 2.44% |
$43.4K - $46K
|
4.59K
$1.99M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-147- 54.04% |
$55.5K - $58.8K
|
125
$54K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 21.24% |
$686K - $728K
|
6.75K
$2.92M
|
|
Aug 09, 2024
Q2 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
13.3KNew |
$5.02M - $5.32M
|
13.3K
$5.76M
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2- 0.32% |
$755 - $800
|
618
$267K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.34K+ 2.91% |
$505K - $535K
|
47.3K
$20.5M
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.27% |
$755 - $800
|
741
$320K
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.65KNew |
$622K - $660K
|
1.65K
$713K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
24+ 0.46% |
$9.06K - $9.6K
|
5.28K
$2.28M
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.94KNew |
$730K - $774K
|
1.94K
$837K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-8- 0.2% |
$3.02K - $3.2K
|
3.93K
$1.7M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1New |
$377 - $400
|
1
$432
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-242- 6.09% |
$91.3K - $96.8K
|
3.73K
$1.61M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4- 0.33% |
$1.51K - $1.6K
|
1.2K
$519K
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3+ 0.09% |
$1.13K - $1.2K
|
3.46K
$1.49M
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-718- 2.06% |
$271K - $287K
|
34.1K
$14.8M
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-21- 2.66% |
$7.92K - $8.4K
|
769
$333K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
4+ 0.34% |
$1.51K - $1.6K
|
1.17K
$506K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-7- 0.12% |
$2.64K - $2.8K
|
5.88K
$2.54M
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-20- 2.25% |
$7.55K - $8K
|
868
$375K
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.49KNew |
$1.69M - $1.79M
|
4.49K
$1.94M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-51- 6.14% |
$19.2K - $20.4K
|
780
$337K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
977New |
$369K - $391K
|
977
$422K
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-118- 5.31% |
$44.5K - $47.2K
|
2.11K
$910K
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-120- 5.15% |
$45.3K - $48K
|
2.21K
$956K
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.85K+ 123.7% |
$2.96M - $3.14M
|
14.2K
$6.14M
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-101- 9.81% |
$38.1K - $40.4K
|
929
$402K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.14K+ 72.55% |
$431K - $457K
|
2.72K
$1.17M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-675- 13.02% |
$255K - $270K
|
4.51K
$1.95M
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-50- 1.36% |
$18.9K - $20K
|
3.64K
$1.57M
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-436- 21.94% |
$165K - $174K
|
1.55K
$671K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
67+ 47.86% |
$25.3K - $26.8K
|
207
$89.5K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-315- 3.65% |
$119K - $126K
|
8.32K
$3.6M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
625+ 1.43% |
$236K - $250K
|
44.2K
$19.1M
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
178+ 3.28% |
$67.2K - $71.2K
|
5.6K
$2.42M
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-298- 11.59% |
$112K - $119K
|
2.27K
$983K
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-9- 0.77% |
$3.4K - $3.6K
|
1.17K
$504K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-94- 0.48% |
$35.5K - $37.6K
|
19.6K
$8.46M
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-928- 3.16% |
$350K - $371K
|
28.4K
$12.3M
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-33- 3.17% |
$12.5K - $13.2K
|
1.01K
$436K
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-344- 2.0% |
$130K - $138K
|
16.9K
$7.29M
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-340- 23.59% |
$128K - $136K
|
1.1K
$476K
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
22.4KNew |
$8.45M - $8.95M
|
22.4K
$9.68M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$377 - $400
|
986
$426K
|
|
Aug 08, 2024
Q2 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-105- 2.11% |
$39.6K - $42K
|
4.88K
$2.11M
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
665New |
$251K - $266K
|
665
$288K
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
41+ 7.18% |
$15.5K - $16.4K
|
612
$265K
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
48+ 6.99% |
$18.1K - $19.2K
|
735
$318K
|