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

NewEdge Advisors, LLC holds 157,946 shares of IBTM (ISHARES TR), worth $3.6M as of 2026-Q2. The position was decreased (-1.4% shares). IBTM represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$3.6M

Current Shares

157,946

Total Value Change

-$15.2M

Total Shares Change

-643,195

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
157,946
-1.4%
$3.6M0.0%$22.55
0
2026-Q1
Decreased
160,108
-7.0%
$3.7M0.0%$22.56
0
2025-Q4
Increased
172,182
+5.0%
$4M0.0%$22.56
28
2025-Q3
Decreased
163,991
-54.5%
$3.8M0.0%$22.33
0
2025-Q2
Increased
360,156
+5.2%
$8.3M0.0%$22.01
29
2025-Q1
Decreased
342,250
-59.0%
$7.8M0.0%$21.66
0
2024-Q4
Increased
835,241
+4.3%
$18.5M0.1%$20.87
35
2024-Q3
New
801,141
-
$18.8M0.1%$21.80
47

Other major holders of IBTM: UBS Group AG

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