David Katz - Matrix Asset Advisors
Holding/activity history for Ishares Tr (ISTB)
← All ISTB superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2021 Q2 | 0 | 0.00 | Sell 100.00% | 0.44 | $51.17–51.44 · VW $51.32i | SEC | |
| 2021 Q1 | 58,051 | 0.44 | Add 70.07% | 0.18 | $51.15–51.70 · VW $51.44i | $2,977,000 | SEC |
| 2020 Q4 | 34,133 | 0.30 | Add 60.99% | 0.11 | $51.31–51.71 · VW $51.55i | $1,763,000 | SEC |
| 2020 Q3 | 21,202 | 0.21 | Add 22.90% | 0.04 | $51.30–51.81 · VW $51.59i | $1,093,000 | SEC |
| 2020 Q2 | 17,252 | 0.17 | Add 12.24% | 0.02 | $50.06–51.54 · VW $51.13i | $888,000 | SEC |
| 2020 Q1 | 15,371 | 0.18 | Add 2.56% | <0.01 | $47.53–51.44 · VW $50.22i | $776,000 | SEC |
| 2019 Q4 | 14,988 | 0.12 | Add 218.96% | 0.08 | $50.21–50.64 · VW $50.38i | $755,000 | SEC |
| 2019 Q3 | 4,699 | 0.04 | Buy | 0.04 | $50.18–50.67 · VW $50.41i | $237,000 | SEC |