Back to NewEdge Advisors, LLC NewEdge Advisors, LLC

AOAAOA
Showing 8 of 15 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in ISHARES TR

NewEdge Advisors, LLC holds 36,886 shares of AOA (ISHARES TR), worth $3.6M as of 2026-Q2. The position was decreased (-6.4% shares). AOA represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$3.6M

Current Shares

36,886

Total Value Change

+$701,732

Total Shares Change

+157

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
36,886
-6.4%
$3.6M0.0%$96.92
0
2026-Q1
Increased
39,422
+9.4%
$3.5M0.0%$91.31
29
2025-Q4
Increased
36,045
+6.5%
$3.2M0.0%$90.06
28
2025-Q3
Decreased
33,842
-0.9%
$3M0.0%$86.80
0
2025-Q2
Increased
34,158
+0.1%
$2.8M0.0%$81.37
26
2025-Q1
Decreased
34,106
-0.7%
$2.6M0.0%$74.58
0
2024-Q4
Decreased
34,360
-6.5%
$2.6M0.0%$74.94
0
2024-Q3
Decreased
36,729
-7.8%
$2.9M0.0%$76.16
0

Other major holders of AOA: Rockefeller Capital Management L.P., WELLS FARGO & COMPANY/MN, Steward Partners Investment Advisory, LLC, STIFEL FINANCIAL CORP

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