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 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-94- 1.94% |
$36.4K - $39.8K
|
4.75K
$2.06M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-110- 4.18% |
$42.5K - $46.5K
|
2.52K
$1.1M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-51- 34.23% |
$19.7K - $21.6K
|
98
$42.6K
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.25% |
$387 - $423
|
395
$172K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.19% |
$387 - $423
|
522
$227K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-138- 2.34% |
$53.4K - $58.4K
|
5.75K
$2.5M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3- 0.13% |
$1.16K - $1.27K
|
2.31K
$1M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10- 1.39% |
$3.87K - $4.23K
|
710
$309K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
305+ 63.28% |
$118K - $129K
|
787
$342K
|
|
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
$7.75M
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
461+ 3.2% |
$178K - $195K
|
14.9K
$6.47M
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
70+ 4.38% |
$27.1K - $29.6K
|
1.67K
$725K
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
44+ 0.35% |
$17K - $18.6K
|
12.7K
$5.52M
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-180- 2.82% |
$69.6K - $76.2K
|
6.2K
$2.7M
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-422- 0.29% |
$163K - $179K
|
146K
$63.3M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-528- 3.32% |
$204K - $223K
|
15.4K
$6.68M
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-15K- 96.48% |
$5.79M - $6.34M
|
546
$237K
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.32% |
$1.16K - $1.27K
|
947
$412K
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
11+ 1.69% |
$4.25K - $4.65K
|
661
$287K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-27- 1.17% |
$10.4K - $11.4K
|
2.28K
$992K
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
510New |
$197K - $216K
|
510
$222K
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-292- 16.65% |
$113K - $124K
|
1.46K
$636K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-42- 1.38% |
$16.2K - $17.8K
|
2.99K
$1.3M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.13K- 18.23% |
$436K - $477K
|
5.06K
$2.2M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
649+ 3.28% |
$251K - $275K
|
20.4K
$8.87M
|
|
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
$915K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.73K- 59.04% |
$2.21M - $2.42M
|
3.97K
$1.73M
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
89+ 74.17% |
$34.4K - $37.7K
|
209
$90.9K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.93K- 20.31% |
$745K - $815K
|
7.56K
$3.29M
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.66% |
$1.55K - $1.69K
|
609
$265K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
580+ 9.51% |
$224K - $245K
|
6.68K
$2.9M
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
123+ 17.06% |
$47.6K - $52K
|
844
$367K
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
499New |
$193K - $211K
|
499
$217K
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
12+ 2.19% |
$4.64K - $5.08K
|
561
$244K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-633- 16.59% |
$245K - $268K
|
3.18K
$1.38M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
117+ 8.78% |
$45.3K - $49.5K
|
1.45K
$630K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
257+ 3.57% |
$99.4K - $109K
|
7.45K
$3.24M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-108- 4.32% |
$41.8K - $45.7K
|
2.39K
$1.04M
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.37% |
$387 - $423
|
272
$118K
|
|
Oct 15, 2024
Q3 2024
|
Washington Capital Management Inc
|
BUY
|
- |
2.08K+ 10.73% |
$806K - $881K
|
21.5K
$9.35M
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.06K+ 47.94% |
$409K - $447K
|
3.26K
$1.42M
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-242- 15.91% |
$93.6K - $102K
|
1.28K
$556K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
992New |
$384K - $420K
|
992
$431K
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
687New |
$266K - $291K
|
687
$299K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
61+ 1.07% |
$23.6K - $25.8K
|
5.74K
$2.5M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-166- 17.11% |
$64.2K - $70.2K
|
804
$350K
|