Position history for NewEdge Wealth, LLC's holdings in ISHARES TR
NewEdge Wealth, LLC holds 54,708 shares of USIG (ISHARES TR), worth $2.8M as of 2026-Q1. This is a new position. USIG represents 0.0% of NewEdge Wealth, LLC's portfolio.
Current Value
$2.8M
Current Shares
54,708
Total Value Change
-$24.7M
Total Shares Change
-492,487
Other major holders of USIG: BANK OF AMERICA CORP /DE/, UBS Group AG, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
New |
| 54,708 |
- |
| $2.8M |
| 0.0% |
| $51.98 |
36 |
| 2025-Q1 | Exited | 0 | -100.0% | $0 | 0.0% | $48.86 | 0 |
| 2024-Q4 | Decreased | 6,481 | -98.8% | $325,868 | 0.0% | $47.89 | 0 |
| 2024-Q3 | Increased | 560,701 | +2.5% | $29.5M | 0.5% | $49.34 | 42 |
| 2024-Q2 | Decreased | 547,195 | -2.1% | $27.5M | 0.6% | $46.51 | 0 |