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ISTBISTB
19 quarters

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

NewEdge Advisors, LLC holds 79,682 shares of ISTB (ISHARES TR), worth $3.8M as of 2026-Q2. The position was increased (+21.0% shares). ISTB represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$3.8M

Current Shares

79,682

Total Value Change

-$4.3M

Total Shares Change

-81,858

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
79,682
+21.0%
$3.8M0.0%$48.08
32
2026-Q1
Increased
65,868
+45.1%
$3.2M0.0%$47.77
36
2025-Q4
Decreased
45,383
-15.8%
$2.2M0.0%$47.55
0
2025-Q3
Decreased
53,878
-6.8%
$2.6M0.0%$46.98
0
2025-Q2
Increased
57,776
+13.4%
$2.8M0.0%$46.31
30
2025-Q1
Increased
50,967
+31.9%
$2.5M0.0%$45.55
33
2024-Q4
Increased
38,641
+53.8%
$1.8M0.0%$44.71
36
2024-Q3
Decreased
25,127
-12.9%
$1.2M0.0%$44.96
0
2024-Q2
Increased
28,857
+26.8%
$1.4M0.0%$43.33
31
2024-Q1
Decreased
22,767
-32.0%
$1.1M0.0%$42.98
0
2023-Q4
Decreased
33,462
-93.1%
$1.6M0.0%$42.84
0
2023-Q3
Decreased
483,436
-2.3%
$22.4M0.2%$41.30
0
2023-Q2
Decreased
494,806
-4.2%
$23.1M0.3%$41.22
0
2023-Q1
Decreased
516,261
-16.3%
$24.5M0.3%$41.39
0
2022-Q4
Decreased
616,594
-21.6%
$28.6M0.8%$40.58
0
2022-Q3
Increased
786,397
+1.9%
$36.3M0.6%$39.96
42
2022-Q2
Increased
771,832
+0.4%
$36.6M0.6%$40.89
41
2022-Q1
Increased
768,669
+375.8%
$37.3M0.6%$41.62
66
2021-Q4
New
161,540
-
$8.1M0.1%$43.21
45

Other major holders of ISTB: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

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