First Foundation Advisors Ishares Tr Transaction History

First Foundation Advisors

$2.4 Billion
Q1 2025

A detailed history of First Foundation Advisors transactions in Ishares Tr stock. As of the latest transaction made, First Foundation Advisors holds 17,632 shares of LRGF stock, worth $1.08 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

17,632

Previous 23,730 25.7%

Holding current value

$1.08 Million

Previous $1.43 Million 28.77%

% of portfolio

0.04%

Previous 0.06%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$56.95 - $63.95 $347,281 - $389,967	-6,098 Reduced 25.7%	17,632 $1.02 Million
Q2 2024 Aug 06, 2024	SELL	$50.75 - $56.08 $14,210 - $15,702	-280 Reduced 1.17%	23,730 $1.32 Million
Q1 2024 May 09, 2024	SELL	$47.39 - $53.82 $5,639 - $6,404	-119 Reduced 0.49%	24,010 $1.29 Million
Q4 2023 Feb 14, 2024	SELL	$41.5 - $48.47 $198,909 - $232,316	-4,793 Reduced 16.57%	24,129 $1.17 Million
Q3 2023 Nov 15, 2023	SELL	$43.03 - $46.09 $112,781 - $120,801	-2,621 Reduced 8.31%	28,922 $1.25 Million
Q2 2023 Aug 14, 2023	SELL	$40.55 - $44.56 $314,384 - $345,473	-7,753 Reduced 19.73%	31,543 $1.41 Million
Q1 2023 May 12, 2023	SELL	$38.59 - $42.55 $90,532 - $99,822	-2,346 Reduced 5.63%	39,296 $1.63 Million
Q4 2022 Feb 14, 2023	SELL	$36.32 - $41.5 $6,864 - $7,843	-189 Reduced 0.45%	41,642 $1.62 Million
Q3 2022 Nov 10, 2022	BUY	$36.22 - $43.47 $61,574 - $73,899	1,700 Added 4.24%	41,831 $1.52 Million
Q2 2022 Aug 12, 2022	SELL	$36.62 - $44.84 $1.32 Million - $1.61 Million	-35,967 Reduced 47.26%	40,131 $1.52 Million
Q1 2022 May 05, 2022	BUY	$41.63 - $46.8 $220,222 - $247,571	5,290 Added 7.47%	76,098 $3.39 Million
Q4 2021 Feb 14, 2022	SELL	$42.09 - $46.8 $23,780 - $26,442	-565 Reduced 0.79%	70,808 $3.3 Million
Q3 2021 Nov 15, 2021	SELL	$42.14 - $45.1 $130,296 - $139,449	-3,092 Reduced 4.15%	71,373 $3.01 Million
Q2 2021 Aug 13, 2021	SELL	$41.07 - $43.14 $22,465 - $23,597	-547 Reduced 0.73%	74,465 $3.19 Million
Q1 2021 May 18, 2021	BUY	$37.2 - $40.64 $5,059 - $5,527	136 Added 0.18%	75,012 $3.05 Million
Q4 2020 Feb 16, 2021	SELL	$32.84 - $37.67 $2.52 Million - $2.88 Million	-76,586 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$30.99 - $34.95 $120,675 - $136,095	-3,894 Reduced 4.84%	76,586 $2.54 Million
Q2 2020 Aug 14, 2020	SELL	$25.17 - $32.92 $621,019 - $812,235	-24,673 Reduced 23.46%	80,480 $2.5 Million
Q1 2020 May 11, 2020	SELL	$22.9 - $35.8 $693,526 - $1.08 Million	-30,285 Reduced 22.36%	105,153 $2.78 Million
Q4 2019 Feb 11, 2020	BUY	$30.86 - $34.52 $395,069 - $441,925	12,802 Added 10.44%	135,438 $4.67 Million
Q3 2019 Nov 12, 2019	SELL	$31.79 - $32.53 $793,351 - $811,818	-24,956 Reduced 16.91%	122,636 $3.92 Million
Q2 2019 Aug 14, 2019	SELL	N/A	-14,044 Reduced 8.69%	147,592 $4.69 Million
Q1 2019 May 13, 2019	SELL	N/A	-16,544 Reduced 9.28%	161,636 $5.02 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-80,281 Reduced 31.06%	178,180 $4.96 Million
Q3 2018 Nov 13, 2018	BUY	N/A	149,998 Added 138.29%	258,461 $8.69 Million
Q2 2018 Aug 14, 2018	BUY	N/A	12,632 Added 13.18%	108,463 $3.47 Million
Q1 2018 May 15, 2018	BUY	N/A	31,273 Added 48.44%	95,831 $3.02 Million
Q4 2017 Feb 14, 2018	BUY	N/A	7,258 Added 12.67%	64,558 $2.05 Million
Q3 2017 Nov 14, 2017	BUY	N/A	20,800 Added 56.99%	57,300 $1.72 Million
Q2 2017 Aug 14, 2017	BUY	N/A	36,500	36,500 $1.05 Million

Others Institutions Holding LRGF

# of Institutions

223

Shares Held

35.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

More about LRGF

Track This Portfolio

Portfolio Update

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

News

Stay updated on First Foundation Advisors with notifications on news.

Account

First Foundation Advisors Ishares Tr Transaction History