Back to BENJAMIN EDWARDS INC BENJAMIN EDWARDS INC

IVEIVE
19 quarters

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

BENJAMIN EDWARDS INC holds 4,787 shares of IVE (ISHARES TR), worth $1.1M as of 2026-Q2. The position was decreased (-0.7% shares). IVE represents 0.0% of BENJAMIN EDWARDS INC's portfolio.

Current Value

$1.1M

Current Shares

4,787

Total Value Change

+$107,951

Total Shares Change

-3,896

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4,787
-0.7%
$1.1M0.0%$226.16
0
2026-Q1
Increased
4,819
+6.7%
$1M0.0%$209.49
27
2025-Q4
Increased
4,515
+249.5%
$957,6590.0%$209.63
40
2025-Q3
Increased
1,292
+7.5%
$266,9540.0%$203.18
25
2025-Q2
Increased
1,202
+12.8%
$235,0020.0%$191.45
26
2025-Q1
Decreased
1,066
-27.2%
$203,2320.0%$185.92
0
2024-Q4
Increased
1,464
+18.7%
$279,4900.0%$185.48
27
2024-Q3
New
1,233
-
$243,1130.0%$190.56
32
2022-Q3
Exited
0
-100.0%
$00.0%$119.48
0
2022-Q2
Increased
91
+11.0%
$12,0000.0%$126.91
19
2022-Q1
Increased
82
+105.0%
$13,0000.0%$143.20
29
2021-Q4
New
40
-
$6,0000.0%$143.38
22
2020-Q3
Exited
0
-100.0%
$00.0%$100.36
0
2020-Q2
Decreased
331
-96.7%
$36,0000.0%$95.89
0
2020-Q1
Increased
10,005
+7.6%
$963,0001.0%$84.80
38
2019-Q4
Increased
9,302
+0.9%
$1.2M2.5%$113.58
44
2019-Q3
Increased
9,220
+5.1%
$1.1M2.4%$103.42
45
2019-Q2
Increased
8,770
+1.0%
$1M2.5%$100.59
43
2019-Q1
First report
8,683
-
$979,0004.7%$96.74
0

Other major holders of IVE: BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used