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

NewEdge Advisors, LLC holds 795,441 shares of IBHH (ISHARES TR), worth $18.7M as of 2026-Q2. The position was increased (+4.8% shares). IBHH represents 0.1% of NewEdge Advisors, LLC's portfolio.

Current Value

$18.7M

Current Shares

795,441

Total Value Change

+$5.6M

Total Shares Change

+247,289

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
795,441
+4.8%
$18.7M0.1%$23.26
30
2026-Q1
Decreased
759,103
-4.7%
$17.8M0.1%$22.87
0
2025-Q4
Increased
796,380
+4.4%
$18.9M0.1%$22.83
30
2025-Q3
Increased
762,495
+46.3%
$18.2M0.1%$22.56
39
2025-Q2
Increased
521,271
+2.7%
$12.4M0.1%$22.07
29
2025-Q1
Decreased
507,774
-8.9%
$11.9M0.1%$21.37
0
2024-Q4
Increased
557,636
+1.7%
$13M0.1%$21.14
28
2024-Q3
Increased
548,152
+5.9%
$13M0.1%$21.05
30

Other major holders of IBHH: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, LPL Financial LLC

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