Position history for NewEdge Advisors, LLC's holdings in ISHARES TR
NewEdge Advisors, LLC holds 803,369 shares of IVV (ISHARES TR), worth $550.3M as of 2025-Q4. The position was increased (++14.0% shares). IVV represents 2.0% of NewEdge Advisors, LLC's portfolio.
Current Value
$550.3M
Current Shares
803,369
Total Value Change
+$160.8M
Total Shares Change
+91,667
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 803,369 |
+14.0% |
| $550.3M |
| 2.0% |
| $689.92 |
56 |
| 2025-Q3 | Increased | 704,663 | +8.3% | $471.6M | 2.1% | $664.41 | 58 |
| 2025-Q2 | Decreased | 650,508 | -20.3% | $403.9M | 2.1% | $613.43 | 0 |
| 2025-Q1 | Decreased | 816,279 | -0.8% | $458.7M | 2.7% | $552.75 | 0 |
| 2024-Q4 | Increased | 822,886 | +9.9% | $484.4M | 2.9% | $583.48 | 59 |
| 2024-Q3 | Increased | 748,806 | +5.2% | $431.9M | 2.8% | $564.81 | 56 |
| 2024-Q2 | Increased | 711,702 | +10.5% | $389.5M | 2.8% | $536.31 | 59 |