Ford Financial Group, LLC Ishares Msci Usa Min Vol Facto Transaction History

Ford Financial Group, LLC

$2.36 Billion
Q1 2023

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	SELL	$66.73 - $79.1 $41,239 - $48,883	-618 Reduced 2.25%	26,806 $1.88 Million
Q1 2022 Apr 13, 2022	BUY	$71.88 - $80.4 $33,352 - $37,305	464 Added 1.72%	27,424 $2.13 Million
Q4 2021 Feb 11, 2022	SELL	$73.28 - $81.04 $2,638 - $2,917	-36 Reduced 0.13%	26,960 $2.18 Million
Q3 2021 Nov 05, 2021	BUY	$73.5 - $78.28 $39,249 - $41,801	534 Added 2.02%	26,996 $1.98 Million
Q2 2021 Jul 26, 2021	BUY	$69.72 - $73.7 $30,049 - $31,764	431 Added 1.66%	26,462 $1.95 Million
Q1 2021 May 04, 2021	SELL	$65.18 - $69.88 $3.79 Million - $4.07 Million	-58,197 Reduced 69.09%	26,031 $1.8 Million
Q4 2020 Feb 09, 2021	SELL	$61.66 - $67.88 $701,135 - $771,863	-11,371 Reduced 11.89%	84,228 $5.72 Million
Q3 2020 Oct 15, 2020	BUY	$60.74 - $66.36 $19,376 - $21,168	319 Added 0.33%	95,599 $6.09 Million
Q2 2020 Jul 16, 2020	BUY	$51.94 - $64.01 $72,248 - $89,037	1,391 Added 1.48%	95,280 $5.78 Million
Q1 2020 Apr 30, 2020	SELL	$46.61 - $69.67 $157,961 - $236,111	-3,389 Reduced 3.48%	93,889 $5.07 Million
Q4 2019 Jan 27, 2020	BUY	$62.68 - $65.67 $1.12 Million - $1.17 Million	17,877 Added 22.51%	97,278 $6.38 Million
Q3 2019 Oct 18, 2019	BUY	$61.12 - $64.69 $1.29 Million - $1.37 Million	21,103 Added 36.2%	79,401 $5.09 Million
Q2 2019 Jul 25, 2019	BUY	$58.77 - $62.47 $3.43 Million - $3.64 Million	58,298 New	58,298 $3.6 Million
Q1 2018 May 11, 2018	SELL	$50.24 - $55.31 $4,370 - $4,811	-87 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$50.5 - $53.37 $4,393 - $4,643	87	87 $4,000

Others Institutions Holding USMV

# of Institutions

1,282

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$2.01 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.5 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$945 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$913 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$494 Million
0.22% of portfolio

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