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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-51- 4.17% |
$19.2K - $20.4K
|
1.17K
$507K
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.71K+ 7.31% |
$644K - $682K
|
25K
$10.8M
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-359- 6.9% |
$135K - $144K
|
4.84K
$2.09M
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
800New |
$302K - $320K
|
800
$346K
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-21- 1.16% |
$7.92K - $8.4K
|
1.8K
$777K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
63K+ 169.97% |
$23.8M - $25.2M
|
100K
$43.3M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
PUT |
-5.9K- 98.33% |
$2.23M - $2.36M
|
100
$43.2K
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
23+ 15.33% |
$8.68K - $9.2K
|
173
$74.8K
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
SELL
|
- |
-17.4K- 96.01% |
$6.58M - $6.98M
|
724
$313K
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4- 0.13% |
$1.51K - $1.6K
|
3.2K
$1.38M
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
522+ 12.33% |
$197K - $209K
|
4.76K
$2.06M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
427+ 4.45% |
$161K - $171K
|
10K
$4.34M
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.41K+ 2.32% |
$533K - $565K
|
62.3K
$26.9M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-26- 0.71% |
$9.81K - $10.4K
|
3.65K
$1.58M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
547+ 52.19% |
$206K - $219K
|
1.6K
$690K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$37.7K - $40K
|
100
$43.2K
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
BUY
|
- |
148New |
$55.8K - $59.2K
|
148
$64K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9K+ 27.7% |
$3.39M - $3.6M
|
41.5K
$17.9M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.18% |
$377 - $400
|
568
$246K
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.11% |
$377 - $400
|
947
$409K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.89% |
$15.1K - $16K
|
2.07K
$895K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
41+ 5.17% |
$15.5K - $16.4K
|
834
$361K
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
135+ 64.29% |
$50.9K - $54K
|
345
$149K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-62- 1.99% |
$23.4K - $24.8K
|
3.06K
$1.32M
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1- 0.08% |
$377 - $400
|
1.25K
$541K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5New |
$1.89K - $2K
|
5
$2.16K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
237+ 74.29% |
$89.4K - $94.8K
|
556
$240K
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-142- 21.13% |
$53.6K - $56.8K
|
530
$229K
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
42+ 3.28% |
$15.8K - $16.8K
|
1.32K
$571K
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
12.8KNew |
$4.85M - $5.14M
|
12.8K
$5.55M
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
25+ 2.42% |
$9.43K - $10K
|
1.06K
$458K
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-26- 0.9% |
$9.81K - $10.4K
|
2.87K
$1.24M
|
|
Jul 12, 2024
Q2 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-136- 26.15% |
$51.3K - $54.4K
|
384
$166K
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-315- 16.41% |
$119K - $126K
|
1.6K
$694K
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$377 - $400
|
3.43K
$1.48M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1New |
$377 - $400
|
1
$432
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
103+ 3.19% |
$38.9K - $41.2K
|
3.33K
$1.44M
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-122- 13.71% |
$46K - $48.8K
|
768
$332K
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-155- 18.63% |
$58.5K - $62K
|
677
$293K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-915- 23.25% |
$345K - $366K
|
3.02K
$1.31M
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
250+ 24.93% |
$94.3K - $100K
|
1.25K
$542K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-190- 4.76% |
$71.7K - $76K
|
3.81K
$1.65M
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.49% |
$755 - $800
|
412
$178K
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$377 - $400
|
2.17K
$936K
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1+ 0.17% |
$377 - $400
|
585
$253K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-576- 15.9% |
$217K - $230K
|
3.05K
$1.32M
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-16- 1.01% |
$6.04K - $6.4K
|
1.57K
$677K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
84New |
$31.7K - $33.6K
|
84
$36.3K
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-55- 0.32% |
$20.8K - $22K
|
17.4K
$7.5M
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-104- 8.13% |
$39.2K - $41.6K
|
1.18K
$508K
|