Back to NewEdge Advisors, LLC NewEdge Advisors, LLC

IBTJIBTJ
15 quarters

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

NewEdge Advisors, LLC holds 499,976 shares of IBTJ (ISHARES TR), worth $10.8M as of 2026-Q2. The position was increased (+10.1% shares). IBTJ represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$10.8M

Current Shares

499,976

Total Value Change

+$10.8M

Total Shares Change

+443,040

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
499,976
+10.1%
$10.8M0.0%$21.51
31
2026-Q1
Increased
454,037
+6.5%
$9.9M0.0%$21.50
30
2025-Q4
Increased
426,212
+10.3%
$9.4M0.0%$21.47
30
2025-Q3
Increased
386,300
+713.5%
$8.5M0.0%$21.22
44
2025-Q2
Decreased
47,486
-71.3%
$1M0.0%$20.98
0
2025-Q1
Increased
165,183
+25.6%
$3.6M0.0%$20.63
33
2024-Q4
Increased
131,480
+218.4%
$2.8M0.0%$20.09
42
2024-Q3
Increased
41,293
+0.8%
$912,7840.0%$20.55
25
2024-Q2
Decreased
40,964
-17.1%
$875,3890.0%$19.68
0
2024-Q1
Decreased
49,440
-2.5%
$1.1M0.0%$19.60
0
2023-Q4
Increased
50,731
+0.6%
$1.1M0.0%$19.73
25
2023-Q3
Decreased
50,433
-9.1%
$1.1M0.0%$18.79
0
2023-Q2
Increased
55,465
+2.0%
$1.2M0.0%$19.18
26
2023-Q1
Decreased
54,399
-4.5%
$1.2M0.0%$19.49
0
2022-Q4
New
56,936
-
$1,2290.0%$18.88
17

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used