Ford Financial Group, LLC Ishares Barclays Transaction History

Ford Financial Group, LLC

$2.36 Billion
Q1 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 13, 2022	SELL	$106.08 - $113.93 $119,340 - $128,171	-1,125 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$113.55 - $116.36 $127,743 - $130,905	1,125 New	1,125 $129,000
Q3 2021 Nov 05, 2021	SELL	$114.96 - $118.18 $183,821 - $188,969	-1,599 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$113.04 - $115.78 $180,750 - $185,132	1,599 New	1,599 $184,000
Q1 2021 May 04, 2021	SELL	$112.93 - $119.98 $204,064 - $216,803	-1,807 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$119.27 - $121.81 $3.28 Million - $3.35 Million	-27,528 Reduced 93.84%	1,807 $216,000
Q3 2020 Oct 15, 2020	SELL	$121.18 - $123.06 $74,283 - $75,435	-613 Reduced 2.05%	29,335 $3.57 Million
Q2 2020 Jul 16, 2020	SELL	$119.77 - $122.41 $598 - $612	-5 Reduced 0.02%	29,948 $3.65 Million
Q1 2020 Apr 30, 2020	BUY	$110.73 - $121.48 $3.32 Million - $3.64 Million	29,953 New	29,953 $3.64 Million

Others Institutions Holding IEF

# of Institutions

1,051

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.9 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.6 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.32 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.23 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.19 Billion
0.41% of portfolio

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ford Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ford Financial Group, LLC with notifications on news.