Position history for NewEdge Advisors, LLC's holdings in ISHARES TR
NewEdge Advisors, LLC holds 858,916 shares of IVE (ISHARES TR), worth $181.4M as of 2026-Q1. The position was decreased (-6.2% shares). IVE represents 0.7% of NewEdge Advisors, LLC's portfolio.
Current Value
$181.4M
Current Shares
858,916
Total Value Change
+$125.9M
Total Shares Change
+554,115
Other major holders of IVE: ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO
Decreased |
| 858,916 |
-6.2% |
| $181.4M |
| 0.7% |
| $219.98 |
0 |
| 2025-Q4 | Increased | 915,221 | +30.1% | $194.1M | 0.7% | $213.56 | 54 |
| 2025-Q3 | Decreased | 703,676 | -1.1% | $145.3M | 0.7% | $204.84 | 0 |
| 2025-Q2 | Decreased | 711,333 | -3.1% | $139M | 0.7% | $192.62 | 0 |
| 2025-Q1 | Increased | 733,872 | +51.9% | $139.9M | 0.8% | $186.32 | 59 |
| 2024-Q4 | Increased | 483,082 | +41.9% | $92.2M | 0.6% | $187.40 | 56 |
| 2024-Q3 | Increased | 340,542 | +11.7% | $67.1M | 0.4% | $192.13 | 40 |
| 2024-Q2 | Increased | 304,801 | +21.8% | $55.5M | 0.4% | $176.93 | 42 |