Values First Advisors, Inc. Spdr Bloomberg 3 12 Month T Bi Transaction History

Values First Advisors, Inc.

$182 Million
Q3 2024

A detailed history of Values First Advisors, Inc. transactions in Spdr Bloomberg 3 12 Month T Bi stock. As of the latest transaction made, Values First Advisors, Inc. holds 9,632 shares of BILS stock, worth $956,746. This represents 0.53% of its overall portfolio holdings.

Number of Shares

9,632

Previous 9,341 3.12%

Holding current value

$956,746

Previous $928,000 3.34%

% of portfolio

0.53%

Previous 0.56%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$98.97 - $99.59 $28,800 - $28,980	291 Added 3.12%	9,632 $959,000
Q2 2024 Jul 19, 2024	BUY	$98.98 - $99.4 $37,216 - $37,374	376 Added 4.19%	9,341 $928,000
Q1 2024 Apr 23, 2024	SELL	$99.05 - $99.53 $312,898 - $314,415	-3,159 Reduced 26.06%	8,965 $891,000
Q4 2023 Jan 18, 2024	SELL	$98.89 - $99.53 $6.13 Million - $6.17 Million	-61,958 Reduced 83.63%	12,124 $1.2 Million
Q3 2023 Nov 08, 2023	BUY	$99.03 - $99.47 $335,711 - $337,203	3,390 Added 4.8%	74,082 $7.37 Million
Q2 2023 Aug 02, 2023	BUY	$99.07 - $99.51 $579,658 - $582,233	5,851 Added 9.02%	70,692 $7.03 Million
Q1 2023 May 15, 2023	BUY	$99.12 - $99.61 $33,006 - $33,170	333 Added 0.52%	64,841 $6.46 Million
Q4 2022 Jan 20, 2023	BUY	$99.12 - $99.52 $6.39 Million - $6.42 Million	64,508 New	64,508 $0

Others Institutions Holding BILS

# of Institutions

237

Shares Held

22.3M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG 3-12 MONTH T-BI

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Values First Advisors, Inc. Spdr Bloomberg 3 12 Month T Bi Transaction History