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IBHIIBHI
14 quarters

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

NewEdge Advisors, LLC holds 907,747 shares of IBHI (ISHARES TR), worth $21.2M as of 2026-Q2. The position was increased (+6.1% shares). IBHI represents 0.1% of NewEdge Advisors, LLC's portfolio.

Current Value

$21.2M

Current Shares

907,747

Total Value Change

+$21.2M

Total Shares Change

+890,696

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
907,747
+6.1%
$21.2M0.1%$23.13
30
2026-Q1
Decreased
855,270
-3.2%
$19.9M0.1%$22.66
0
2025-Q4
Increased
883,775
+18.1%
$20.9M0.1%$22.74
33
2025-Q3
Increased
748,453
+207x
$17.9M0.1%$22.46
46
2025-Q2
Unchanged
3,595
0.0%
$85,1740.0%$21.93
0
2025-Q1
Unchanged
3,595
0.0%
$83,4770.0%$21.11
0
2024-Q4
Increased
3,595
+35.6%
$84,3000.0%$21.08
28
2024-Q3
Increased
2,652
+176x
$63,4270.0%$21.02
34
2024-Q2
Unchanged
15
0.0%
$3530.0%$20.00
0
2024-Q1
New
15
-
$3510.0%$19.86
17
2023-Q3
Exited
0
-100.0%
$00.0%$17.94
0
2023-Q2
Decreased
16,314
-2.2%
$363,5490.0%$18.04
0
2023-Q1
Decreased
16,681
-2.2%
$374,8240.0%$17.85
0
2022-Q4
New
17,051
-
$3700.0%$17.04
17

Other major holders of IBHI: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MORGAN STANLEY

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