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IBTLIBTL
15 quarters

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

NewEdge Advisors, LLC holds 676,777 shares of IBTL (ISHARES TR), worth $13.7M as of 2026-Q2. The position was increased (+6.0% shares). IBTL represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$13.7M

Current Shares

676,777

Total Value Change

+$13.7M

Total Shares Change

+617,163

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
676,777
+6.0%
$13.7M0.0%$20.13
30
2026-Q1
Increased
638,564
+5.0%
$13M0.0%$20.14
29
2025-Q4
Increased
608,344
+12.2%
$12.5M0.0%$20.14
31
2025-Q3
Increased
542,072
+9036.6%
$11.2M0.1%$19.92
45
2025-Q2
Decreased
5,933
-80.1%
$121,6290.0%$19.66
0
2025-Q1
Decreased
29,837
-78.3%
$606,5880.0%$19.30
0
2024-Q4
Increased
137,393
+42.0%
$2.7M0.0%$18.67
35
2024-Q3
Increased
96,772
+3.6%
$2M0.0%$19.37
27
2024-Q2
Decreased
93,434
-4.0%
$1.9M0.0%$18.39
0
2024-Q1
Increased
97,290
+4.0%
$2M0.0%$18.38
27
2023-Q4
Increased
93,548
+169.4%
$1.9M0.0%$18.61
42
2023-Q3
Decreased
34,722
-39.2%
$679,5080.0%$17.52
0
2023-Q2
Increased
57,148
+0.7%
$1.2M0.0%$18.30
25
2023-Q1
Decreased
56,739
-4.8%
$1.2M0.0%$18.63
0
2022-Q4
New
59,614
-
$1,2190.0%$17.96
17

Other major holders of IBTL: WELLS FARGO & COMPANY/MN

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