Ownership history in Gateway Advisory, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Gateway Advisory, LLC reported a position in ISHARES TR (IBDT). 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | ADDED | 861,339 | +31,197 | +3.8% | 3.55% | $22.0M | $23.84 |
| 2024 Q2 | ADDED | 830,142 | +50,183 | +6.4% | 3.49% | $20.6M | $22.86 |
| 2024 Q1 | ADDED | 779,959 | +39,009 | +5.3% | 3.41% | $19.4M | $22.72 |
| 2023 Q4 | ADDED | 740,950 | +32,691 | +4.6% | 3.57% | $18.6M | $22.71 |
| 2023 Q3 | ADDED | 708,259 | +8,755 | +1.3% | 3.47% | $17.0M | $21.43 |
| 2023 Q2 | REDUCED | 699,504 | -7,331,934 | -91.3% | 3.63% | $17.1M | $21.62 |
| 2023 Q1 | INITIATED | 8,031,438 | — | — | 1.79% | $8.0M | $21.79 |
As of 2025 Q4 — sorted by position size