Ford Financial Group, LLC Ishares 0 5 Year Investment Gr 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	$49.19 - $51.02 $121,450 - $125,968	-2,469 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$50.99 - $51.69 $125,894 - $127,622	2,469 New	2,469 $126,000
Q3 2021 Nov 05, 2021	SELL	$51.65 - $51.91 $162,904 - $163,724	-3,154 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$51.69 - $51.96 $163,030 - $163,881	3,154 New	3,154 $163,000
Q2 2020 Jul 16, 2020	SELL	$49.8 - $52.12 $252,784 - $264,561	-5,076 Closed	0 $0
Q1 2020 Apr 30, 2020	SELL	$45.15 - $51.71 $37,293 - $42,712	-826 Reduced 14.0%	5,076 $254,000
Q4 2019 Jan 27, 2020	SELL	$50.91 - $51.22 $59,513 - $59,876	-1,169 Reduced 16.53%	5,902 $301,000
Q3 2019 Oct 18, 2019	BUY	$50.71 - $51.24 $31,947 - $32,281	630 Added 9.78%	7,071 $361,000
Q2 2019 Jul 25, 2019	BUY	$50.23 - $50.97 $323,531 - $328,297	6,441 New	6,441 $328,000

Others Institutions Holding SLQD

# of Institutions

245

Shares Held

25.3M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.21M
Shares

$110 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.83M
Shares

$91 Million
0.02% of portfolio
Ubs Group Ag

1.22M
Shares

$60.6 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1.01M
Shares

$50.3 Million
1.6% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

969K
Shares

$48.1 Million
0.07% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

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