Ford Financial Group, LLC Ishares Russell 2000 ETF Transaction History

Ford Financial Group, LLC

$2.36 Billion
Q1 2023

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$166.81 - $188.05 $41,202 - $46,448	-247 Reduced 8.59%	2,630 $458,000
Q3 2022 Oct 11, 2022	SELL	$164.17 - $201.07 $884,383 - $1.08 Million	-5,387 Reduced 65.19%	2,877 $474,000
Q2 2022 Jul 14, 2022	SELL	$163.9 - $207.91 $198,155 - $251,363	-1,209 Reduced 12.76%	8,264 $1.4 Million
Q1 2022 Apr 13, 2022	SELL	$191.52 - $225.32 $1.01 Million - $1.19 Million	-5,277 Reduced 35.78%	9,473 $1.94 Million
Q4 2021 Feb 11, 2022	SELL	$212.12 - $242.56 $273,422 - $312,659	-1,289 Reduced 8.04%	14,750 $3.28 Million
Q3 2021 Nov 05, 2021	BUY	$211.73 - $231.39 $103,535 - $113,149	489 Added 3.14%	16,039 $3.51 Million
Q2 2021 Jul 26, 2021	BUY	$211.85 - $232.89 $49,572 - $54,496	234 Added 1.53%	15,550 $3.57 Million
Q1 2021 May 04, 2021	BUY	$193.5 - $234.42 $98,491 - $119,319	509 Added 3.44%	15,316 $3.38 Million
Q4 2020 Feb 09, 2021	BUY	$152.18 - $199.14 $490,780 - $642,226	3,225 Added 27.84%	14,807 $2.9 Million
Q3 2020 Oct 15, 2020	BUY	$139.07 - $158.46 $29,065 - $33,118	209 Added 1.84%	11,582 $1.74 Million
Q2 2020 Jul 16, 2020	SELL	$104.62 - $153.09 $102,527 - $150,028	-980 Reduced 7.93%	11,373 $1.63 Million
Q1 2020 Apr 30, 2020	BUY	$99.9 - $169.53 $1,398 - $2,373	14 Added 0.11%	12,353 $1.41 Million
Q4 2019 Jan 27, 2020	BUY	$146.46 - $166.68 $38,226 - $43,503	261 Added 2.16%	12,339 $2.04 Million
Q3 2019 Oct 18, 2019	BUY	$144.85 - $157.9 $108,927 - $118,740	752 Added 6.64%	12,078 $1.83 Million
Q2 2019 Jul 25, 2019	SELL	$145.86 - $160.71 $14,002 - $15,428	-96 Reduced 0.84%	11,326 $1.76 Million
Q1 2019 Apr 17, 2019	BUY	$132.25 - $158.24 $6,215 - $7,437	47 Added 0.41%	11,422 $1.75 Million
Q4 2018 Jan 31, 2019	BUY	$125.88 - $166.33 $1.43 Million - $1.89 Million	11,375 New	11,375 $1.52 Million
Q2 2018 Aug 01, 2018	SELL	$148.13 - $169.97 $1.19 Million - $1.37 Million	-8,056 Closed	0 $0
Q1 2018 May 11, 2018	BUY	$145.44 - $159.96 $29,524 - $32,471	203 Added 2.58%	8,056 $1.22 Million
Q4 2017 Feb 12, 2018	BUY	$145.63 - $154.3 $1.14 Million - $1.21 Million	7,853	7,853 $1.22 Million

Others Institutions Holding IWM

# of Institutions

2,547

Shares Held

294M

Call Options Held

232M

Put Options Held

363M

Bank Of America Corp Charlotte, NC

34M
Shares

$7.66 Billion
0.62% of portfolio
Goldman Sachs Group Inc New York, NY

22.4M
Shares

$5.05 Billion
0.78% of portfolio
Wells Fargo & Company San Francisco, CA

20.7M
Shares

$4.67 Billion
1.03% of portfolio
Morgan Stanley New York, NY

18.3M
Shares

$4.12 Billion
0.29% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

10.6M
Shares

$2.4 Billion
6.35% of portfolio

View Full List

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