Root Financial Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 13,193 shares of IJH stock, worth $846,990. This represents 0.05% of its overall portfolio holdings.

Number of Shares

13,193

Previous 11,151 18.31%

Holding current value

$846,990

Previous $692 Million 24.49%

% of portfolio

0.05%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$62.09 - $66.51 $126,787 - $135,813	2,042 Added 18.31%	13,193 $861 Million
Q2 2025 Aug 11, 2025	BUY	$51.16 - $62.02 $22,459 - $27,226	439 Added 4.1%	11,151 $692 Million
Q1 2025 Apr 24, 2025	SELL	$57.21 - $65.8 $210,532 - $242,144	-3,680 Reduced 25.57%	10,712 $625 Million
Q4 2024 Jan 29, 2025	BUY	$61.68 - $67.87 $284,406 - $312,948	4,611 Added 47.14%	14,392 $897 Million
Q3 2024 Oct 31, 2024	BUY	$57.32 - $62.65 $331,653 - $362,492	5,786 Added 144.83%	9,781 $610 Million

Q2 2024 Aug 02, 2024	BUY	$56.43 - $60.79 $225,437 - $242,856	3,995 New	3,995 $234 Million

Others Institutions Holding IJH

# of Institutions

2,774

Shares Held

1.17B

Call Options Held

569K

Put Options Held

75.3K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

Track This Portfolio

Portfolio Update

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

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Account

Root Financial Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History