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IBDTIBDT
15 quarters

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

NewEdge Advisors, LLC holds 850,687 shares of IBDT (ISHARES TR), worth $21.5M as of 2026-Q2. The position was increased (+8.4% shares). IBDT represents 0.1% of NewEdge Advisors, LLC's portfolio.

Current Value

$21.5M

Current Shares

850,687

Total Value Change

+$21.4M

Total Shares Change

+826,205

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
850,687
+8.4%
$21.5M0.1%$25.07
31
2026-Q1
Increased
785,064
+4.5%
$19.9M0.1%$24.87
30
2025-Q4
Increased
750,929
+277.9%
$19.1M0.1%$24.81
46
2025-Q3
Decreased
198,724
-3.0%
$5.1M0.0%$24.49
0
2025-Q2
Decreased
204,764
-9.9%
$5.2M0.0%$24.12
0
2025-Q1
Decreased
227,306
-4.2%
$5.7M0.0%$23.69
0
2024-Q4
Increased
237,215
+21.2%
$5.9M0.0%$23.18
32
2024-Q3
Increased
195,661
+0.3%
$5M0.0%$23.40
27
2024-Q2
Decreased
195,057
-10.8%
$4.8M0.0%$22.44
0
2024-Q1
Decreased
218,568
-61.6%
$5.4M0.0%$22.31
0
2023-Q4
Increased
569,789
+219.6%
$14.2M0.1%$22.30
54
2023-Q3
Increased
178,309
+571.7%
$4.3M0.0%$21.04
43
2023-Q2
Increased
26,547
+9.5%
$650,4400.0%$21.22
27
2023-Q1
Decreased
24,234
-1.0%
$604,3970.0%$21.39
0
2022-Q4
New
24,482
-
$100,1860.0%$20.70
30

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

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