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IBMQIBMQ
7 quarters

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

NewEdge Advisors, LLC holds 532,337 shares of IBMQ (ISHARES TR), worth $13.6M as of 2026-Q2. The position was increased (+7.9% shares). IBMQ represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$13.6M

Current Shares

532,337

Total Value Change

+$4.3M

Total Shares Change

+162,193

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
532,337
+7.9%
$13.6M0.0%$25.47
30
2026-Q1
Increased
493,255
+1.0%
$12.6M0.0%$25.27
28
2025-Q4
Increased
488,211
+7.8%
$12.5M0.0%$25.21
30
2025-Q3
Increased
452,997
+4.1%
$11.6M0.1%$25.07
29
2025-Q2
Increased
434,996
+2.3%
$11.1M0.1%$24.69
28
2025-Q1
Increased
425,352
+14.9%
$10.8M0.1%$24.43
32
2024-Q4
New
370,144
-
$9.3M0.1%$24.22
38

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

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