Sutton Wealth Advisors Inc. Ishares Iboxx $ Investment Gra Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

A detailed history of Sutton Wealth Advisors Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 7,077 shares of LQD stock, worth $780,239. This represents 0.36% of its overall portfolio holdings.

Number of Shares

7,077

Previous 8,302 14.76%

Holding current value

$780,239

Previous $898 Million 19.58%

% of portfolio

0.36%

Previous 0.44%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	SELL	$102.02 - $108.51 $124,974 - $132,924	-1,225 Reduced 14.76%	7,077 $722 Million
Q2 2023 Nov 08, 2023	SELL	$106.02 - $110.43 $59,053 - $61,509	-557 Reduced 6.29%	8,302 $898 Million
Q1 2023 Nov 07, 2023	SELL	$104.89 - $111.81 $90,100 - $96,044	-859 Reduced 8.84%	8,859 $971 Million
Q4 2022 Nov 07, 2023	SELL	$99.2 - $110.03 $45,532 - $50,503	-459 Reduced 4.51%	9,718 $1.02 Billion
Q3 2022 Nov 07, 2023	SELL	$101.44 - $114.61 $211,198 - $238,618	-2,082 Reduced 16.98%	10,177 $1.04 Billion
Q2 2022 Nov 07, 2023	SELL	$107.41 - $121.51 $580,121 - $656,275	-5,401 Reduced 30.58%	12,259 $1.35 Billion
Q1 2022 Nov 07, 2023	SELL	$118.44 - $131.22 $329,381 - $364,922	-2,781 Reduced 13.61%	17,660 $2.14 Billion
Q4 2021 Nov 07, 2023	SELL	$130.98 - $134.88 $562,166 - $578,904	-4,292 Reduced 17.35%	20,441 $2.71 Billion
Q3 2021 Nov 07, 2023	SELL	$133.03 - $136.33 $81,015 - $83,024	-609 Reduced 2.4%	24,733 $3.29 Billion
Q2 2021 Nov 07, 2023	BUY	$129.85 - $134.36 $74,404 - $76,988	573 Added 2.31%	25,342 $3.41 Billion
Q1 2021 Nov 07, 2023	BUY	$128.44 - $137.43 $176,476 - $188,828	1,374 Added 5.87%	24,769 $3.22 Billion
Q4 2020 Nov 07, 2023	BUY	$133.73 - $138.48 $116,746 - $120,893	873 Added 3.88%	23,395 $3.23 Billion
Q3 2020 Nov 07, 2023	BUY	$134.22 - $139.15 $624,257 - $647,186	4,651 Added 26.03%	22,522 $3.03 Billion
Q2 2020 Nov 07, 2023	BUY	$121.1 - $134.5 $845,278 - $938,810	6,980 Added 64.09%	17,871 $2.4 Billion
Q1 2020 Nov 07, 2023	BUY	$105.05 - $134.27 $186,358 - $238,194	1,774 Added 19.46%	10,891 $1.35 Billion
Q4 2019 Nov 07, 2023	BUY	$125.71 - $128.49 $234,826 - $240,019	1,868 Added 25.77%	9,117 $1.17 Billion
Q3 2019 Nov 07, 2023	BUY	$122.95 - $129.1 $350,899 - $368,451	2,854 Added 64.94%	7,249 $924 Million
Q2 2019 Nov 06, 2023	BUY	$118.17 - $124.37 $22,452 - $23,630	190 Added 4.52%	4,395 $547 Million
Q1 2019 Nov 06, 2023	SELL	$113.15 - $119.15 $32,474 - $34,196	-287 Reduced 6.39%	4,205 $501 Million
Q4 2018 Nov 06, 2023	SELL	$111.35 - $114.52 $380,928 - $391,772	-3,421 Reduced 43.23%	4,492 $507 Million
Q3 2018 Nov 06, 2023	SELL	$114.24 - $116.27 $265,608 - $270,327	-2,325 Reduced 22.71%	7,913 $909 Million
Q2 2018 Nov 06, 2023	SELL	$113.81 - $117.24 $464,686 - $478,690	-4,083 Reduced 28.51%	10,238 $1.17 Billion
Q1 2018 Nov 06, 2023	SELL	$115.72 - $120.97 $154,717 - $161,736	-1,337 Reduced 8.54%	14,321 $1.68 Billion
Q4 2017 Nov 06, 2023	SELL	$119.89 - $121.79 $111,138 - $112,899	-927 Reduced 5.59%	15,658 $1.9 Billion
Q3 2017 Nov 06, 2023	SELL	$120.62 - $121.61 $8,202 - $8,269	-68 Reduced 0.41%	16,585 $2.01 Billion
Q2 2017 Nov 06, 2023	BUY	N/A	239 Added 1.46%	16,653 $2.01 Billion
Q1 2017 Nov 06, 2023	SELL	N/A	-58 Reduced 0.35%	16,414 $1.94 Billion
Q4 2016 Nov 06, 2023	BUY	N/A	7 Added 0.04%	16,472 $1.93 Billion
Q3 2016 Nov 06, 2023	SELL	N/A	-750 Reduced 4.36%	16,465 $2.03 Billion
Q2 2016 Nov 06, 2023	SELL	N/A	-84 Reduced 0.49%	17,215 $2.11 Billion
Q1 2016 Nov 06, 2023	BUY	N/A	17,299	17,299 $2.06 Billion

Others Institutions Holding LQD

# of Institutions

1,262

Shares Held

280M

Call Options Held

32.1M

Put Options Held

61.9M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
Sector ETFs
Industry ETFs

More about LQD

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 Iboxx $ Investment Gra Transaction History