Sutton Wealth Advisors Inc. Ishares Tr Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

A detailed history of Sutton Wealth Advisors Inc. transactions in Ishares Tr stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 11,292 shares of DVY stock, worth $1.59 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

11,292

Previous 11,294 0.02%

Holding current value

$1.59 Million

Previous $1.28 Billion 5.01%

% of portfolio

0.6%

Previous 0.62%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	SELL	$107.44 - $118.16 $214 - $236	-2 Reduced 0.02%	11,292 $1.22 Billion
Q2 2023 Nov 08, 2023	SELL	$108.5 - $119.27 $25,172 - $27,670	-232 Reduced 2.01%	11,294 $1.28 Billion
Q1 2023 Nov 07, 2023	SELL	$110.68 - $126.38 $7,526 - $8,593	-68 Reduced 0.59%	11,526 $1.35 Billion
Q2 2022 Nov 07, 2023	SELL	$113.21 - $132.14 $9,396 - $10,967	-83 Reduced 0.71%	11,594 $1.36 Billion
Q1 2022 Nov 07, 2023	BUY	$119.99 - $129.75 $143,148 - $154,791	1,193 Added 11.38%	11,677 $1.5 Billion
Q3 2021 Nov 07, 2023	SELL	$112.53 - $119.9 $22,280 - $23,740	-198 Reduced 1.85%	10,484 $1.2 Billion
Q2 2021 Nov 07, 2023	SELL	$114.14 - $123.06 $18,947 - $20,427	-166 Reduced 1.53%	10,682 $1.25 Billion
Q1 2021 Nov 07, 2023	SELL	$94.76 - $115.39 $22,079 - $26,885	-233 Reduced 2.1%	10,848 $1.24 Billion
Q4 2020 Nov 07, 2023	SELL	$81.33 - $97.54 $48,472 - $58,133	-596 Reduced 5.1%	11,081 $1.07 Billion
Q3 2020 Nov 07, 2023	SELL	$77.43 - $86.72 $929 - $1,040	-12 Reduced 0.1%	11,677 $952 Million
Q2 2020 Nov 07, 2023	SELL	$69.37 - $91.69 $1,664 - $2,200	-24 Reduced 0.2%	11,689 $944 Million
Q1 2020 Nov 07, 2023	SELL	$62.67 - $107.3 $3,008 - $5,150	-48 Reduced 0.41%	11,713 $861 Million
Q3 2019 Nov 07, 2023	SELL	$100.87 - $103.22 $26,730 - $27,353	-265 Reduced 2.2%	11,761 $1.2 Billion
Q2 2019 Nov 06, 2023	SELL	N/A	-344 Reduced 2.78%	12,026 $1.2 Billion
Q1 2019 Nov 06, 2023	SELL	N/A	-1,229 Reduced 9.04%	12,370 $1.21 Billion
Q4 2018 Nov 06, 2023	BUY	N/A	816 Added 6.38%	13,599 $1.21 Billion
Q3 2018 Nov 06, 2023	BUY	N/A	96 Added 0.76%	12,783 $1.28 Billion
Q4 2017 Nov 06, 2023	BUY	N/A	259 Added 2.08%	12,687 $1.25 Billion
Q3 2017 Nov 06, 2023	BUY	N/A	285 Added 2.35%	12,428 $1.16 Billion
Q2 2017 Nov 06, 2023	BUY	N/A	390 Added 3.32%	12,143 $1.12 Billion
Q1 2017 Nov 06, 2023	BUY	N/A	516 Added 4.59%	11,753 $1.07 Billion
Q3 2016 Nov 06, 2023	BUY	N/A	140 Added 1.26%	11,237 $963 Million
Q2 2016 Nov 06, 2023	BUY	N/A	808 Added 7.85%	11,097 $946 Million
Q1 2016 Nov 06, 2023	BUY	N/A	10,289	10,289 $840 Million

Others Institutions Holding DVY

# of Institutions

1,487

Shares Held

69.1M

Call Options Held

1.01M

Put Options Held

70.3K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

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 Tr Transaction History