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Position history for BENJAMIN EDWARDS INCBENJAMIN EDWARDS INC's holdings in ISHARES TR

BENJAMIN EDWARDS INC holds 778,356 shares of IBDT (ISHARES TR), worth $19.7M as of 2026-Q2. The position was increased (+5.1% shares). IBDT represents 0.2% of BENJAMIN EDWARDS INC's portfolio.

Current Value

$19.7M

Current Shares

778,356

Total Value Change

+$10.1M

Total Shares Change

+404,407

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
778,356
+5.1%
$19.7M0.2%$25.07
36
2026-Q1
Increased
740,653
+9.6%
$18.8M0.2%$24.87
37
2025-Q4
Increased
675,760
+6.0%
$17.2M0.2%$24.81
36
2025-Q3
Increased
637,390
+25.9%
$16.3M0.2%$24.49
42
2025-Q2
Increased
506,366
+22.4%
$12.9M0.2%$24.12
40
2025-Q1
Increased
413,820
+6.3%
$10.5M0.1%$23.69
35
2024-Q4
Increased
389,421
+4.1%
$9.7M0.1%$23.18
34
2024-Q3
Increased
373,949
+938.5%
$9.5M0.1%$23.40
53

Other major holders of IBDT: BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV

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