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

NewEdge Advisors, LLC holds 732,003 shares of IBMO (ISHARES TR), worth $18.8M as of 2026-Q2. The position was increased (+4.6% shares). IBMO represents 0.1% of NewEdge Advisors, LLC's portfolio.

Current Value

$18.8M

Current Shares

732,003

Total Value Change

+$4.5M

Total Shares Change

+174,381

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
732,003
+4.6%
$18.8M0.1%$25.54
30
2026-Q1
Increased
699,515
+1.9%
$17.9M0.1%$25.38
29
2025-Q4
Increased
686,728
+6.4%
$17.6M0.1%$25.28
30
2025-Q3
Increased
645,225
+4.9%
$16.6M0.1%$25.10
30
2025-Q2
Increased
615,172
+8.0%
$15.8M0.1%$24.92
30
2025-Q1
Increased
569,568
+1.8%
$14.6M0.1%$24.71
29
2024-Q4
Increased
559,435
+0.3%
$14.2M0.1%$24.52
28
2024-Q3
Increased
557,622
+1.8%
$14.3M0.1%$24.53
29

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

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