Ownership history in Gateway Advisory, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Gateway Advisory, LLC reported a position in ISHARES (INDY). 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 | REDUCED | 128,165 | -2,063 | -1.6% | 1.16% | $7.2M | $51.92 |
| 2024 Q2 | ADDED | 130,228 | +2,529 | +2.0% | 1.19% | $7.0M | $49.49 |
| 2024 Q1 | ADDED | 127,699 | +3,520 | +2.8% | 1.13% | $6.4M | $46.48 |
| 2023 Q4 | ADDED | 124,179 | +9,076 | +7.9% | 1.17% | $6.1M | $45.38 |
| 2023 Q3 | ADDED | 115,103 | +2,733 | +2.4% | 1.06% | $5.2M | $41.54 |
| 2023 Q2 | REDUCED | 112,370 | -4,451,592 | -97.5% | 1.07% | $5.1M | $41.40 |
| 2023 Q1 | ADDED | 4,563,962 | +4,557,111 | +66517.5% | 1.02% | $4.6M | $37.73 |
| 2017 Q3 | UNCHANGED | 6,851 | — | 0% | 0.07% | $234K | $27.78 |
| 2017 Q2 | INITIATED | 6,851 | — | — | 0.07% | $230K | $27.38 |
As of 2025 Q4 — sorted by position size