Back to MG MERCER GLOBAL ADVISORS INC /ADV

IBDXIBDX
9 quarters

Position history for MGMERCER GLOBAL ADVISORS INC /ADV's holdings in ISHARES TR

MERCER GLOBAL ADVISORS INC /ADV holds 164,660 shares of IBDX (ISHARES TR), worth $4.1M as of 2026-Q2. The position was increased (+39.1% shares). IBDX represents 0.0% of MERCER GLOBAL ADVISORS INC /ADV's portfolio.

Current Value

$4.1M

Current Shares

164,660

Total Value Change

+$3.9M

Total Shares Change

+153,508

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
164,660
+39.1%
$4.1M0.0%$25.09
35
2026-Q1
Increased
118,338
+25.3%
$3M0.0%$24.87
32
2025-Q4
Increased
94,468
+34.3%
$2.4M0.0%$24.93
34
2025-Q3
Increased
70,338
+25.6%
$1.8M0.0%$24.63
32
2025-Q2
Increased
55,983
+9.9%
$1.4M0.0%$24.01
28
2025-Q1
Increased
50,933
+25.4%
$1.3M0.0%$23.44
31
2024-Q4
Increased
40,619
+90.5%
$998,4220.0%$22.86
39
2024-Q3
Increased
21,319
+91.2%
$548,2240.0%$23.52
38
2024-Q2
New
11,152
-
$273,8930.0%$22.19
32

Other major holders of IBDX: Aptus Capital Advisors, LLC

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