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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-9- 0.17% |
$3.48K - $3.81K
|
5.31K
$2.36M
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-6.39K- 92.37% |
$2.47M - $2.7M
|
528
$235K
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
44+ 5.37% |
$17K - $18.6K
|
863
$384K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.5K+ 1.24% |
$1.35M - $1.48M
|
286K
$127M
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
390+ 17.62% |
$151K - $165K
|
2.6K
$1.16M
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-545- 96.98% |
$211K - $231K
|
17
$7.56K
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-840- 26.27% |
$325K - $355K
|
2.36K
$1.05M
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-189- 17.04% |
$73.1K - $80K
|
920
$409K
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-538- 29.18% |
$208K - $228K
|
1.31K
$581K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
35+ 1.01% |
$13.5K - $14.8K
|
3.52K
$1.56M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-4.43K- 65.2% |
$1.71M - $1.87M
|
2.37K
$1.05M
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-13- 2.3% |
$5.03K - $5.5K
|
552
$246K
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
45+ 0.37% |
$17.4K - $19K
|
12.2K
$5.45M
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.16KNew |
$450K - $493K
|
1.16K
$518K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
552+ 7.17% |
$214K - $234K
|
8.25K
$3.67M
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
587New |
$227K - $248K
|
587
$261K
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-269- 0.67% |
$104K - $114K
|
39.6K
$17.6M
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-883- 14.51% |
$342K - $374K
|
5.2K
$2.31M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-36- 1.57% |
$13.9K - $15.2K
|
2.25K
$1M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.49K+ 6.31% |
$578K - $632K
|
25.2K
$11.2M
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-335- 26.09% |
$130K - $142K
|
949
$422K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-201- 43.23% |
$77.7K - $85K
|
264
$117K
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
170+ 41.46% |
$65.8K - $71.9K
|
580
$258K
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
12+ 0.71% |
$4.64K - $5.08K
|
1.69K
$753K
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-80- 9.66% |
$30.9K - $33.8K
|
748
$333K
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-157- 3.31% |
$60.7K - $66.4K
|
4.58K
$2.04M
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
525+ 9.37% |
$203K - $222K
|
6.13K
$2.73M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
260+ 14.42% |
$101K - $110K
|
2.06K
$918K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.27K+ 131.73% |
$878K - $961K
|
4K
$1.78M
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-800- 13.86% |
$309K - $338K
|
4.97K
$2.21M
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
1.75KNew |
$678K - $742K
|
1.75K
$780K
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.1% |
$387 - $423
|
974
$433K
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-160- 18.8% |
$61.9K - $67.7K
|
691
$307K
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
7+ 0.6% |
$2.71K - $2.96K
|
1.17K
$521K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-468- 7.13% |
$181K - $198K
|
6.1K
$2.71M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
90.5K+ 215.48% |
$35M - $38.3M
|
133K
$58.9M
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
28+ 4.65% |
$10.8K - $11.8K
|
630
$280K
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
998New |
$386K - $422K
|
998
$444K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1+ 0.2% |
$387 - $423
|
506
$225K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.27KNew |
$2.81M - $3.08M
|
7.27K
$3.23M
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-54- 4.61% |
$20.9K - $22.8K
|
1.12K
$497K
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1+ 0.17% |
$387 - $423
|
589
$262K
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
103KNew |
$39.7M - $43.5M
|
103K
$45.7M
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-15- 1.67% |
$5.8K - $6.35K
|
882
$392K
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-413- 35.54% |
$160K - $175K
|
749
$333K
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
573New |
$222K - $242K
|
573
$255K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.97K+ 6.91% |
$762K - $834K
|
30.5K
$13.6M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-35- 1.03% |
$13.5K - $14.8K
|
3.36K
$1.5M
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1.31K+ 59.01% |
$506K - $553K
|
3.52K
$1.57M
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-13- 1.14% |
$5.03K - $5.5K
|
1.13K
$503K
|