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 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
114New |
$43K - $45.6K
|
114
$50.8K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
57New |
$21.5K - $22.8K
|
57
$25.4K
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-180- 16.48% |
$67.9K - $72K
|
912
$406K
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
14+ 0.24% |
$5.28K - $5.6K
|
5.84K
$2.6M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-25- 0.97% |
$9.43K - $10K
|
2.54K
$1.13M
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6+ 0.38% |
$2.26K - $2.4K
|
1.57K
$699K
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-18- 0.82% |
$6.79K - $7.2K
|
2.19K
$974K
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
918New |
$346K - $367K
|
918
$409K
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
25+ 1.51% |
$9.43K - $10K
|
1.68K
$748K
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$566K - $600K
|
1.5K
$668K
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.11% |
$377 - $400
|
911
$406K
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
600New |
$226K - $240K
|
600
$267K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.4% |
$377 - $400
|
252
$112K
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-12- 0.36% |
$4.53K - $4.8K
|
3.35K
$1.49M
|
|
Jul 31, 2024
Q2 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
200KNew |
$75.5M - $80M
|
200K
$89.1M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.35K+ 12.65% |
$2.02M - $2.14M
|
47.7K
$21.2M
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
56+ 7.45% |
$21.1K - $22.4K
|
808
$360K
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.23K- 17.73% |
$1.22M - $1.29M
|
15K
$6.67M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
332New |
$125K - $133K
|
332
$148K
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-127- 15.32% |
$47.9K - $50.8K
|
702
$313K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-173- 52.91% |
$65.3K - $69.2K
|
154
$68.6K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.6K- 99.09% |
$1.36M - $1.44M
|
33
$14.7K
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
6+ 0.4% |
$2.26K - $2.4K
|
1.52K
$677K
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
42+ 3.47% |
$15.8K - $16.8K
|
1.25K
$558K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-60- 37.5% |
$22.6K - $24K
|
100
$44.5K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
196New |
$74K - $78.4K
|
196
$87.3K
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-250- 7.34% |
$94.3K - $100K
|
3.16K
$1.41M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
718+ 26.14% |
$271K - $287K
|
3.47K
$1.54M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-21- 0.37% |
$7.92K - $8.4K
|
5.7K
$2.54M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
63+ 0.8% |
$23.8K - $25.2K
|
7.94K
$3.54M
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-15.5K- 96.82% |
$5.86M - $6.21M
|
509
$227K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
665+ 82.92% |
$251K - $266K
|
1.47K
$653K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-30- 4.66% |
$11.3K - $12K
|
614
$273K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
200New |
$75.5K - $80K
|
200
$89.1K
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1New |
$377 - $400
|
1
$445
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-316- 9.04% |
$119K - $126K
|
3.18K
$1.42M
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
279New |
$105K - $112K
|
279
$124K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
32+ 1.41% |
$12.1K - $12.8K
|
2.29K
$1.02M
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-30- 3.77% |
$11.3K - $12K
|
766
$341K
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.08KNew |
$784K - $831K
|
2.08K
$925K
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
311New |
$117K - $124K
|
311
$139K
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
565New |
$213K - $226K
|
565
$252K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
902New |
$340K - $361K
|
902
$402K
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-500- 37.17% |
$189K - $200K
|
845
$376K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
37New |
$14K - $14.8K
|
37
$16.5K
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.15% |
$377 - $400
|
657
$293K
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
55+ 1.88% |
$20.8K - $22K
|
2.98K
$1.33M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
5+ 10.0% |
$1.89K - $2K
|
55
$24.5K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1+ 0.18% |
$377 - $400
|
564
$251K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
620+ 23.09% |
$234K - $248K
|
3.31K
$1.47M
|