Position history for NewEdge Advisors, LLC's holdings in ISHARES TR
NewEdge Advisors, LLC holds 482,215 shares of OEF (ISHARES TR), worth $165.4M as of 2025-Q4. The position was increased (++8.8% shares). OEF represents 0.6% of NewEdge Advisors, LLC's portfolio.
Current Value
$165.4M
Current Shares
482,215
Total Value Change
+$157.5M
Total Shares Change
+452,205
Other major holders of OEF: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, M&T BANK CORP
Increased |
| 482,215 |
+8.8% |
| $165.4M |
| 0.6% |
| $345.09 |
47 |
| 2025-Q3 | Increased | 443,328 | +73.0% | $147.6M | 0.7% | $330.62 | 64 |
| 2025-Q2 | Increased | 256,235 | +52.7% | $78M | 0.4% | $301.70 | 50 |
| 2025-Q1 | Increased | 167,833 | +663.4% | $45.5M | 0.3% | $267.39 | 56 |
| 2024-Q4 | Increased | 21,986 | +9.6% | $6.4M | 0.0% | $287.85 | 30 |
| 2024-Q3 | Decreased | 20,052 | -33.2% | $5.5M | 0.0% | $272.22 | 0 |
| 2024-Q2 | Increased | 30,010 | +17.8% | $7.9M | 0.1% | $260.49 | 32 |