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

NewEdge Advisors, LLC holds 392,340 shares of IBTI (ISHARES TR), worth $8.7M as of 2026-Q2. The position was increased (+12.1% shares). IBTI represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$8.7M

Current Shares

392,340

Total Value Change

-$14.5M

Total Shares Change

-638,396

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
392,340
+12.1%
$8.7M0.0%$22.00
31
2026-Q1
Increased
349,996
+4.3%
$7.8M0.0%$21.94
29
2025-Q4
Increased
335,732
+3.8%
$7.5M0.0%$21.89
28
2025-Q3
Decreased
323,363
-74.5%
$7.2M0.0%$21.64
0
2025-Q2
Decreased
1.3M
-15.3%
$28.3M0.1%$21.40
0
2025-Q1
Decreased
1.5M
-4.9%
$33.3M0.2%$21.08
0
2024-Q4
Increased
1.6M
+52.6%
$34.4M0.2%$20.62
48
2024-Q3
Increased
1M
+400.0%
$23.2M0.2%$20.92
55

Other major holders of IBTI: Focus Partners Wealth, MORGAN STANLEY

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