Alpha Wealth Funds, LLC Ishares Core S&P Sm Cap ETF Transaction History

Alpha Wealth Funds, LLC

$137 Billion
Q3 2025

A detailed history of Alpha Wealth Funds, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Alpha Wealth Funds, LLC holds 13,275 shares of IJR stock, worth $1.55 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

13,275

Previous 15,597 14.89%

Holding current value

$1.55 Million

Previous $1.7 Billion 7.46%

% of portfolio

1.15%

Previous 1.43%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$108.46 - $120.63 $251,844 - $280,102	-2,322 Reduced 14.89%	13,275 $1.58 Billion
Q2 2025 Jul 29, 2025	SELL	$90.56 - $109.49 $26,081 - $31,533	-288 Reduced 1.81%	15,597 $1.7 Billion
Q1 2025 Apr 10, 2025	SELL	$102.49 - $119.96 $153,735 - $179,940	-1,500 Reduced 8.63%	15,885 $1.66 Billion
Q4 2024 Mar 06, 2025	BUY	$113.92 - $127.38 $1.98 Million - $2.21 Million	17,385 New	17,385 $2 Billion

Others Institutions Holding IJR

# of Institutions

2,881

Shares Held

537M

Call Options Held

490K

Put Options Held

348K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Alpha Wealth Funds, LLC Ishares Core S&P Sm Cap ETF Transaction History