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 (IBDU). 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 | 942,319 | +34,763 | +3.8% | 3.57% | $22.2M | $21.91 |
| 2024 Q2 | ADDED | 907,556 | +55,124 | +6.5% | 3.49% | $20.6M | $20.88 |
| 2024 Q1 | ADDED | 852,432 | +40,116 | +4.9% | 3.41% | $19.5M | $20.77 |
| 2023 Q4 | ADDED | 812,316 | +38,729 | +5.0% | 3.60% | $18.7M | $20.84 |
| 2023 Q3 | ADDED | 773,587 | +9,852 | +1.3% | 3.46% | $16.9M | $19.48 |
| 2023 Q2 | REDUCED | 763,735 | -7,308,150 | -90.5% | 3.63% | $17.1M | $19.75 |
| 2023 Q1 | INITIATED | 8,071,885 | — | — | 1.80% | $8.1M | $19.92 |
As of 2025 Q4 — sorted by position size