SEC 13F Intelligence

Alphamark Advisors, LLC / IVV

Alphamark Advisors, LLC’s Ishares Tr Position

Does Alphamark Advisors, LLC own Ishares Tr (IVV)? Yes24.3K shares worth $14M (+6.20% of its 13F portfolio) as of Q4 2024, down from 25.4K shares the prior filed quarter.

Position Value
$14M
Q4 2024
Shares
24.3K
% of Portfolio
+6.20%
Quarters Held
25
currently held

Position History IVV

Reported value by quarter
Q4 ’18: $95,000Q4 ’18Q1 ’19: $107,000Q2 ’19: $111,000Q3 ’19: $112,000Q4 ’19: $122,000Q4 ’19Q1 ’20: $97,000Q2 ’20: $125,000Q3 ’20: $135,000Q4 ’20: $151,000Q4 ’20Q1 ’21: $77,000Q2 ’21: $83,000Q3 ’21: $83,000Q4 ’21: $169,000Q4 ’21Q1 ’22: $47,000Q2 ’22: $39,000Q3 ’22: $37,000Q4 ’22: $40,000Q4 ’22Q1 ’23: $43,000Q2 ’23: $46,000Q3 ’23: $14MQ4 ’23: $14MQ4 ’23Q1 ’24: $14MQ2 ’24: $15MQ3 ’24: $15MQ4 ’24: $14MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202424.3K$14M+6.20%
Q3 202425.4K$15M+5.06%
Q2 202426.6K$15M+5.07%
Q1 202427.0K$14M+4.98%
Q4 202329.5K$14M+5.36%
Q3 202332.2K$14M+5.93%
Q2 2023104$46,000+0.02%
Q1 2023104$43,000+0.02%
Q4 2022104$40,000+0.02%
Q3 2022104$37,000+0.02%
Q2 2022104$39,000+0.02%
Q1 2022104$47,000+0.02%
Q4 2021354$169,000+0.06%
Q3 2021193$83,000+0.03%
Q2 2021193$83,000+0.03%
Q1 2021193$77,000+0.03%
Q4 2020403$151,000+0.06%
Q3 2020403$135,000+0.06%
Q2 2020403$125,000+0.05%
Q1 2020376$97,000+0.05%
Q4 2019376$122,000+0.05%
Q3 2019376$112,000+0.05%
Q2 2019376$111,000+0.05%
Q1 2019376$107,000+0.05%
Q4 2018376$95,000+0.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alphamark Advisors, LLC’s full portfolio or all institutional holders of IVV.