Ownership history in AlphaCore Capital LLC · 5 quarters on record
This page tracks every 13F SEC filing in which AlphaCore Capital LLC reported a position in ISHARES TR (IBTF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 3,447 | +1 | +0.0% | 0.00% | $81K | $23.13 |
| 2025 Q2 | UNCHANGED | 3,446 | — | 0% | 0.00% | $81K | $22.88 |
| 2025 Q1 | ADDED | 3,446 | +46 | +1.4% | 0.01% | $81K | $22.65 |
| 2023 Q4 | UNCHANGED | 3,400 | — | 0% | 0.01% | $79K | $21.46 |
| 2023 Q3 | INITIATED | 3,400 | — | — | 0.01% | $78K | — |
As of 2025 Q4 — sorted by position size