Position history for NewEdge Advisors, LLC's holdings in ISHARES TR
NewEdge Advisors, LLC holds 854,978 shares of AGG (ISHARES TR), worth $84.9M as of 2026-Q1. The position was decreased (-8.9% shares). AGG represents 0.3% of NewEdge Advisors, LLC's portfolio.
Current Value
$84.9M
Current Shares
854,978
Total Value Change
-$3.7M
Total Shares Change
-57,677
Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP
Decreased |
| 854,978 |
-8.9% |
| $84.9M |
| 0.3% |
| $100.57 |
0 |
| 2025-Q4 | Increased | 938,719 | +7.3% | $93.8M | 0.3% | $99.80 | 38 |
| 2025-Q3 | Increased | 874,721 | +5.5% | $87.7M | 0.4% | $98.64 | 38 |
| 2025-Q2 | Increased | 828,890 | +5.4% | $82.2M | 0.4% | $96.25 | 38 |
| 2025-Q1 | Decreased | 786,211 | -4.0% | $77.8M | 0.5% | $95.24 | 0 |
| 2024-Q4 | Decreased | 818,795 | -8.1% | $79.3M | 0.5% | $92.99 | 0 |
| 2024-Q3 | Decreased | 891,088 | -2.4% | $90.2M | 0.6% | $96.07 | 0 |
| 2024-Q2 | Increased | 912,655 | +27.2% | $88.6M | 0.6% | $91.03 | 52 |