Position history for NewEdge Advisors, LLC's holdings in ISHARES TR
NewEdge Advisors, LLC holds 714,153 shares of QUAL (ISHARES TR), worth $141.8M as of 2025-Q4. The position was decreased (-34.5% shares). QUAL represents 0.5% of NewEdge Advisors, LLC's portfolio.
Current Value
$141.8M
Current Shares
714,153
Total Value Change
+$25.1M
Total Shares Change
+30,443
Other major holders of QUAL: Steward Partners Investment Advisory, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 714,153 |
-34.5% |
| $141.8M |
| 0.5% |
| $200.10 |
0 |
| 2025-Q3 | Decreased | 1.1M | -7.2% | $212.2M | 1.0% | $192.77 | 0 |
| 2025-Q2 | Increased | 1.2M | +4.2% | $214.9M | 1.1% | $180.59 | 50 |
| 2025-Q1 | Increased | 1.1M | +17.9% | $192.9M | 1.1% | $168.31 | 56 |
| 2024-Q4 | Increased | 957,359 | +28.2% | $170.5M | 1.0% | $176.81 | 60 |
| 2024-Q3 | Increased | 746,726 | +9.2% | $133.9M | 0.9% | $176.39 | 47 |
| 2024-Q2 | Increased | 683,710 | +42.2% | $116.8M | 0.8% | $168.05 | 57 |