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IBTGIBTG
15 quarters

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

NewEdge Advisors, LLC holds 2.7M shares of IBTG (ISHARES TR), worth $61.8M as of 2026-Q2. The position was increased (+39.9% shares). IBTG represents 0.2% of NewEdge Advisors, LLC's portfolio.

Current Value

$61.8M

Current Shares

2.7M

Total Value Change

+$61.8M

Total Shares Change

+2.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.7M
+39.9%
$61.8M0.2%$22.82
47
2026-Q1
Increased
1.9M
+6.1%
$44.2M0.2%$22.63
37
2025-Q4
Decreased
1.8M
-4.5%
$41.6M0.2%$22.44
0
2025-Q3
Increased
1.9M
+6.9%
$43.7M0.2%$22.22
37
2025-Q2
Decreased
1.8M
-3.8%
$40.8M0.2%$21.98
0
2025-Q1
Decreased
1.9M
-8.3%
$42.5M0.3%$21.76
0
2024-Q4
Increased
2M
+41.1%
$46M0.3%$21.50
47
2024-Q3
Decreased
1.4M
-5.1%
$33M0.2%$21.44
0
2024-Q2
Decreased
1.5M
-3.4%
$34.2M0.2%$20.84
0
2024-Q1
Increased
1.6M
+25.6%
$35.5M0.3%$20.68
43
2023-Q4
Increased
1.2M
+169.6%
$28.4M0.3%$20.68
55
2023-Q3
Increased
461,132
+24.4%
$10.4M0.1%$20.08
40
2023-Q2
Decreased
370,675
-1.8%
$8.4M0.1%$20.05
0
2023-Q1
Increased
377,571
+19.1%
$8.7M0.1%$20.25
39
2022-Q4
New
317,143
-
$7,2040.0%$19.82
22

Other major holders of IBTG: Focus Partners Wealth, NorthCoast Asset Management LLC

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