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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.87K+ 159.25% |
$696K - $743K
|
3.04K
$1.28M
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
200+ 20.0% |
$74.5K - $79.6K
|
1.2K
$505K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
148+ 14.44% |
$55.2K - $58.9K
|
1.17K
$493K
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-300- 18.16% |
$112K - $119K
|
1.35K
$568K
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-226- 29.01% |
$84.2K - $89.9K
|
553
$232K
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.57K- 1.86% |
$586K - $625K
|
82.8K
$34.8M
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-34- 2.48% |
$12.7K - $13.5K
|
1.34K
$562K
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
500New |
$186K - $199K
|
500
$210K
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1.09KNew |
$407K - $434K
|
1.09K
$459K
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
7.16KNew |
$2.67M - $2.85M
|
7.16K
$3.01M
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
207+ 16.73% |
$77.2K - $82.3K
|
1.44K
$607K
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-129- 12.4% |
$48.1K - $51.3K
|
911
$383K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.21K+ 101.2% |
$1.57M - $1.68M
|
8.37K
$3.52M
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
7.98KNew |
$2.97M - $3.17M
|
7.98K
$3.35M
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.11KNew |
$788K - $841K
|
2.11K
$889K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
200+ 21.44% |
$74.5K - $79.6K
|
1.13K
$476K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.59KNew |
$966K - $1.03M
|
2.59K
$1.09M
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.02KNew |
$380K - $406K
|
1.02K
$429K
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.38KNew |
$512K - $547K
|
1.38K
$578K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
36+ 36.73% |
$13.4K - $14.3K
|
134
$56.3K
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-667- 50.53% |
$249K - $265K
|
653
$275K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
82New |
$30.6K - $32.6K
|
82
$34.5K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
519New |
$193K - $206K
|
519
$218K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-10- 1.49% |
$3.73K - $3.98K
|
663
$279K
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
4+ 0.48% |
$1.49K - $1.59K
|
841
$354K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-88- 6.84% |
$32.8K - $35K
|
1.2K
$504K
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-576- 93.66% |
$215K - $229K
|
39
$16.4K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
260New |
$96.9K - $103K
|
260
$109K
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
688New |
$256K - $274K
|
688
$289K
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-130- 9.15% |
$48.5K - $51.7K
|
1.29K
$542K
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-17- 3.0% |
$6.34K - $6.76K
|
550
$231K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-154- 28.31% |
$57.4K - $61.3K
|
390
$164K
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
1.58KNew |
$587K - $626K
|
1.58K
$662K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-27.8K- 99.86% |
$10.4M - $11.1M
|
39
$16.4K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-360K- 91.29% |
$134M - $143M
|
34.3K
$14.4M
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.01K- 16.45% |
$377K - $403K
|
5.14K
$2.16M
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
834New |
$311K - $332K
|
834
$351K
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-515- 2.03% |
$192K - $205K
|
24.8K
$10.4M
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3- 50.0% |
$1.12K - $1.19K
|
3
$1.26K
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-25- 4.17% |
$9.32K - $9.94K
|
575
$242K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-27- 29.67% |
$10.1K - $10.7K
|
64
$26.9K
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
504New |
$188K - $200K
|
504
$212K
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-25- 4.36% |
$9.32K - $9.94K
|
549
$231K
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
12New |
$4.47K - $4.77K
|
12
$5.05K
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
371New |
$138K - $148K
|
371
$156K
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$373 - $398
|
1.88K
$789K
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
250New |
$93.2K - $99.4K
|
250
$105K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.23K- 58.03% |
$457K - $487K
|
886
$372K
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-25- 62.5% |
$9.32K - $9.94K
|
15
$6.31K
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
300+ 46.58% |
$112K - $119K
|
944
$397K
|