Ehrlich Financial Group Ishares Core S&P Mid Cap ETF Transaction History

Ehrlich Financial Group

$176 Billion
Q4 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 08, 2025	SELL	$51.16 - $62.02 $6,395 - $7,752	-125 Reduced 3.61%	3,334 $207 Million
Q1 2025 Apr 11, 2025	SELL	$57.21 - $65.8 $10,297 - $11,844	-180 Reduced 4.95%	3,459 $202 Million
Q4 2024 Jan 13, 2025	SELL	$61.68 - $67.87 $67,786 - $74,589	-1,099 Reduced 23.2%	3,639 $227 Million
Q3 2024 Oct 07, 2024	SELL	$57.32 - $62.65 $27,055 - $29,570	-472 Reduced 9.06%	4,738 $295 Million
Q2 2024 Jul 12, 2024	SELL	$56.43 - $60.79 $386,037 - $415,864	-6,841 Reduced 56.77%	5,210 $305 Million

Q1 2024 Apr 15, 2024	BUY	$56.98 - $284.98 $361,595 - $1.81 Million	6,346 Added 111.24%	12,051 $732 Million
Q4 2023 Feb 13, 2024	BUY	$232.04 - $279.85 $1.32 Million - $1.6 Million	5,705 New	5,705 $1.58 Billion

Others Institutions Holding IJH

# of Institutions

2,819

Shares Held

1.18B

Call Options Held

584K

Put Options Held

75.3K

Northwestern Mutual Wealth Management CO

123M
Shares

$7.87 Billion
5.43% of portfolio
Bank Of America Corp Charlotte, NC

67.9M
Shares

$4.36 Billion
0.31% of portfolio
Wells Fargo & Company San Francisco, CA

52.5M
Shares

$3.37 Billion
0.68% of portfolio
Raymond James Financial Inc St. Petersburg, FL

38.7M
Shares

$2.48 Billion
0.84% of portfolio
Morgan Stanley New York, NY

37M
Shares

$2.38 Billion
0.15% of portfolio

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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