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IBHGIBHG
15 quarters

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

NewEdge Advisors, LLC holds 185,840 shares of IBHG (ISHARES TR), worth $4.1M as of 2026-Q2. The position was increased (+11.3% shares). IBHG represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$4.1M

Current Shares

185,840

Total Value Change

+$4.1M

Total Shares Change

+168,441

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
185,840
+11.3%
$4.1M0.0%$21.87
30
2026-Q1
Increased
166,920
+9.2%
$3.7M0.0%$21.60
29
2025-Q4
Increased
152,907
+8.8%
$3.4M0.0%$21.58
29
2025-Q3
Increased
140,502
+6.3%
$3.2M0.0%$21.31
28
2025-Q2
Decreased
132,171
-20.8%
$3M0.0%$21.02
0
2025-Q1
Increased
166,888
+191.8%
$3.7M0.0%$20.48
43
2024-Q4
Increased
57,199
+2.8%
$1.3M0.0%$20.19
26
2024-Q3
Decreased
55,652
-6.2%
$1.3M0.0%$20.05
0
2024-Q2
Decreased
59,350
-27.5%
$1.3M0.0%$19.21
0
2024-Q1
Decreased
81,886
-0.8%
$1.8M0.0%$19.06
0
2023-Q4
Decreased
82,534
-0.1%
$1.8M0.0%$18.79
0
2023-Q3
Increased
82,589
+252.0%
$1.8M0.0%$17.80
42
2023-Q2
Increased
23,463
+37.9%
$512,0950.0%$17.73
32
2023-Q1
Decreased
17,016
-2.2%
$374,0150.0%$17.55
0
2022-Q4
New
17,399
-
$3720.0%$16.89
17

Other major holders of IBHG: UBS Group AG, LPL Financial LLC, Federation des caisses Desjardins du Quebec

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