Alpha Wealth Funds, LLC Ishares Core S&P Sm Cap ETF Transaction History
Alpha Wealth Funds, LLC
- $99 Billion
- Q1 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 15,885 shares of IJR stock, worth $1.65 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
15,885
Previous 17,385
8.63%
Holding current value
$1.65 Million
Previous $2 Billion
17.07%
% of portfolio
1.68%
Previous 1.93%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,836Shares Held
538MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.97 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.34 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.99 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.89 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.79 Billion0.46% of portfolio