Ford Financial Group, LLC Ishares Core S&P Mid Cap ETF Transaction History

Ford Financial Group, LLC

$2.36 Billion
Q1 2023

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$44.74 - $257.0 $3,131 - $17,990	-70 Reduced 0.84%	8,309 $2.01 Million
Q3 2022 Oct 11, 2022	SELL	$43.85 - $263.28 $194,123 - $1.17 Million	-4,427 Reduced 34.57%	8,379 $1.84 Million
Q2 2022 Jul 14, 2022	SELL	$219.07 - $270.08 $535,626 - $660,345	-2,445 Reduced 16.03%	12,806 $2.9 Million
Q1 2022 Apr 13, 2022	SELL	$251.21 - $285.37 $2.93 Million - $3.33 Million	-11,673 Reduced 43.36%	15,251 $4.09 Million
Q4 2021 Feb 11, 2022	SELL	$265.81 - $290.54 $310,466 - $339,350	-1,168 Reduced 4.16%	26,924 $7.62 Million
Q3 2021 Nov 05, 2021	BUY	$256.44 - $277.04 $299,009 - $323,028	1,166 Added 4.33%	28,092 $7.39 Million
Q2 2021 Jul 26, 2021	SELL	$260.21 - $276.38 $17,173 - $18,241	-66 Reduced 0.24%	26,926 $7.24 Million
Q1 2021 May 04, 2021	BUY	$226.3 - $267.93 $99,572 - $117,889	440 Added 1.66%	26,992 $7.03 Million
Q4 2020 Feb 09, 2021	BUY	$187.77 - $230.69 $258,559 - $317,660	1,377 Added 5.47%	26,552 $6.1 Million
Q3 2020 Oct 15, 2020	BUY	$174.43 - $196.49 $377,466 - $425,204	2,164 Added 9.4%	25,175 $4.67 Million
Q2 2020 Jul 16, 2020	BUY	$133.18 - $194.42 $312,040 - $455,526	2,343 Added 11.34%	23,011 $4.09 Million
Q1 2020 Apr 30, 2020	BUY	$121.75 - $210.58 $98,982 - $171,201	813 Added 4.09%	20,668 $2.97 Million
Q4 2019 Jan 27, 2020	BUY	$185.78 - $206.16 $837,867 - $929,781	4,510 Added 29.39%	19,855 $4.09 Million
Q3 2019 Oct 18, 2019	SELL	$183.17 - $198.52 $487,781 - $528,658	-2,663 Reduced 14.79%	15,345 $2.97 Million
Q2 2019 Jul 25, 2019	SELL	$181.14 - $198.0 $35,503 - $38,808	-196 Reduced 1.08%	18,008 $3.5 Million
Q1 2019 Apr 17, 2019	BUY	$162.83 - $193.4 $16,445 - $19,533	101 Added 0.56%	18,204 $3.45 Million
Q4 2018 Jan 31, 2019	BUY	$156.48 - $199.76 $139,736 - $178,385	893 Added 5.19%	18,103 $3.01 Million
Q3 2018 Oct 17, 2018	BUY	$194.86 - $204.98 $15,004 - $15,783	77 Added 0.45%	17,210 $3.44 Million
Q2 2018 Aug 01, 2018	BUY	$183.17 - $200.64 $81,693 - $89,485	446 Added 2.67%	17,133 $3.34 Million
Q1 2018 May 11, 2018	BUY	$179.89 - $199.21 $71,956 - $79,684	400 Added 2.46%	16,687 $3.13 Million
Q4 2017 Feb 12, 2018	BUY	$180.58 - $190.73 $2.94 Million - $3.11 Million	16,287	16,287 $3.16 Million

Others Institutions Holding IJH

# of Institutions

2,466

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

Northwestern Mutual Wealth Management CO

107M
Shares

$6.7 Billion
5.95% of portfolio
Bank Of America Corp Charlotte, NC

65.1M
Shares

$4.08 Billion
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

47.7M
Shares

$2.99 Billion
0.69% of portfolio
Lpl Financial LLC Fort Mill, SC

41.2M
Shares

$2.58 Billion
1.18% of portfolio
Jpmorgan Chase & CO New York, NY

38.1M
Shares

$2.38 Billion
0.19% of portfolio

View Full List

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