Sutton Wealth Advisors Inc. Ishares Core U.S. Aggregate Bo Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

A detailed history of Sutton Wealth Advisors Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 49 shares of AGG stock, worth $4,806. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 48 2.08%

Holding current value

$4,806

Previous $4.73 Million 3.21%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	BUY	$93.85 - $98.43 $93 - $98	1 Added 2.08%	49 $4.58 Million
Q4 2022 Nov 07, 2023	BUY	$93.63 - $99.69 $93 - $99	1 Added 2.13%	48 $4.62 Million
Q2 2022 Nov 07, 2023	SELL	$99.01 - $106.84 $5,742 - $6,196	-58 Reduced 55.24%	47 $4.78 Million
Q1 2022 Nov 07, 2023	BUY	$106.1 - $113.3 $106 - $113	1 Added 0.96%	105 $11.2 Million
Q4 2021 Nov 07, 2023	SELL	$113.45 - $115.33 $12,592 - $12,801	-111 Reduced 51.63%	104 $11.9 Million
Q3 2021 Nov 07, 2023	BUY	$114.77 - $116.58 $24,675 - $25,064	215 New	215 $24.6 Million
Q2 2021 Nov 07, 2023	SELL	$113.78 - $115.33 $10,809 - $10,956	-95 Closed	0 $0
Q3 2020 Nov 07, 2023	BUY	$117.95 - $119.63 $11,205 - $11,364	95 New	95 $11.2 Million

Others Institutions Holding AGG

# of Institutions

2,167

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sutton Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sutton Wealth Advisors Inc. with notifications on news.

Account

Sutton Wealth Advisors Inc. Ishares Core U.S. Aggregate Bo Transaction History