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IBDVIBDV
15 quarters

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

NewEdge Advisors, LLC holds 1.2M shares of IBDV (ISHARES TR), worth $26.6M as of 2026-Q2. The position was increased (+6.1% shares). IBDV represents 0.1% of NewEdge Advisors, LLC's portfolio.

Current Value

$26.6M

Current Shares

1.2M

Total Value Change

+$26.6M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.2M
+6.1%
$26.6M0.1%$21.72
30
2026-Q1
Increased
1.1M
+1.2%
$25.1M0.1%$21.56
29
2025-Q4
Increased
1.1M
+19.5%
$25M0.1%$21.58
34
2025-Q3
Increased
949,500
+37.9%
$21M0.1%$21.33
37
2025-Q2
Decreased
688,608
-7.9%
$15.1M0.1%$20.93
0
2025-Q1
Increased
747,346
+18.4%
$16.2M0.1%$20.44
33
2024-Q4
Decreased
631,335
-0.1%
$13.5M0.1%$19.95
0
2024-Q3
Increased
632,117
+540.5%
$14M0.1%$20.38
45
2024-Q2
Increased
98,688
+15.0%
$2.1M0.0%$19.32
30
2024-Q1
Increased
85,812
+6.6%
$1.8M0.0%$19.22
28
2023-Q4
Increased
80,481
+38.4%
$1.7M0.0%$19.29
34
2023-Q3
Decreased
58,149
-6.3%
$1.2M0.0%$17.88
0
2023-Q2
Increased
62,080
+0.6%
$1.3M0.0%$18.41
25
2023-Q1
Decreased
61,684
-4.4%
$1.3M0.0%$18.51
0
2022-Q4
New
64,523
-
$1,3420.0%$17.77
17

Other major holders of IBDV: BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV, Aptus Capital Advisors, LLC

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