David Katz - Matrix Asset Advisors
Holding/activity history for Ishares Tr (IGSB)
← All IGSB superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2021 Q2 | 0 | 0.00 | Sell 100.00% | 0.28 | $54.50–55.00 · VW $54.77i | SEC | |
| 2021 Q1 | 34,462 | 0.28 | Add 86.40% | 0.13 | $54.48–55.27 · VW $54.85i | $1,884,000 | SEC |
| 2020 Q4 | 18,488 | 0.17 | Add 99.07% | 0.08 | $54.77–55.30 · VW $55.03i | $1,020,000 | SEC |
| 2020 Q3 | 9,287 | 0.10 | Add 38.32% | 0.03 | $54.61–55.09 · VW $54.95i | $510,000 | SEC |
| 2020 Q2 | 6,714 | 0.07 | Add 33.64% | 0.02 | $51.80–54.85 · VW $53.89i | $367,000 | SEC |
| 2020 Q1 | 5,024 | 0.06 | Add 4.00% | <0.01 | $47.21–55.00 · VW $52.50i | $263,000 | SEC |
| 2019 Q4 | 4,831 | 0.04 | Buy | 0.04 | $53.47–53.84 · VW $53.64i | $259,000 | SEC |