Values First Advisors, Inc. Ishares Barclays Transaction History

Values First Advisors, Inc.

$177 Million
Q4 2024

A detailed history of Values First Advisors, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Values First Advisors, Inc. holds 51,029 shares of IEF stock, worth $4.76 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares

51,029

Previous 33,223 53.6%

Holding current value

$4.76 Million

Previous $3.26 Million 44.74%

% of portfolio

2.67%

Previous 1.79%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$92.08 - $98.18 $1.64 Million - $1.75 Million	17,806 Added 53.6%	51,029 $4.72 Million
Q3 2024 Oct 23, 2024	BUY	$92.67 - $99.14 $87,573 - $93,687	945 Added 2.93%	33,223 $3.26 Million
Q2 2024 Jul 19, 2024	BUY	$91.24 - $94.6 $124,542 - $129,128	1,365 Added 4.42%	32,278 $3.02 Million
Q1 2024 Apr 23, 2024	BUY	$93.54 - $96.82 $236,188 - $244,470	2,525 Added 8.89%	30,913 $2.93 Million
Q4 2023 Jan 18, 2024	BUY	$88.95 - $97.0 $2.52 Million - $2.75 Million	28,386 Added 1419300.0%	28,388 $2.74 Million
Q4 2022 Jan 20, 2023	SELL	$92.93 - $99.14 $5,204 - $5,551	-56 Reduced 96.55%	2 $0
Q3 2022 Dec 02, 2022	BUY	$94.56 - $105.6 $94 - $105	1 Added 1.75%	58 $6,000
Q2 2022 Jul 20, 2022	SELL	$98.15 - $106.65 $1.15 Million - $1.25 Million	-11,764 Reduced 99.52%	57 $6,000
Q1 2022 May 03, 2022	BUY	$106.08 - $113.93 $22,488 - $24,153	212 Added 1.83%	11,821 $1.27 Million
Q4 2021 Mar 10, 2022	BUY	$113.55 - $116.36 $1.32 Million - $1.35 Million	11,609 New	11,609 $1.34 Million
Q3 2021 Nov 15, 2022	BUY	$114.96 - $118.18 $1.07 Million - $1.1 Million	9,342 Added 16389.47%	9,399 $1.08 Million
Q2 2021 Nov 15, 2022	SELL	$113.04 - $115.78 $794,897 - $814,164	-7,032 Reduced 45.26%	8,506 $982,000
Q1 2021 Nov 15, 2022	BUY	$112.93 - $119.98 $1.75 Million - $1.86 Million	15,481 Added 27159.65%	15,538 $1.76 Million
Q4 2020 Nov 15, 2022	SELL	$119.27 - $121.81 $57,965 - $59,199	-486 Reduced 3.3%	14,259 $1.71 Million
Q3 2020 Nov 15, 2022	BUY	$121.18 - $123.06 $164,077 - $166,623	1,354 Added 10.11%	14,745 $1.8 Million
Q2 2020 Nov 15, 2022	BUY	$119.77 - $122.41 $114,979 - $117,513	960 Added 7.72%	13,391 $1.63 Million
Q1 2020 Jan 09, 2023	BUY	$110.73 - $121.48 $1.51 Million - $1.66 Million	13,636 Added 23510.34%	13,694 $1.66 Billion
Q4 2019 Nov 15, 2022	BUY	$110.18 - $113.81 $1.36 Million - $1.41 Million	12,374 Added 21708.77%	12,431 $1.37 Million

Others Institutions Holding IEF

# of Institutions

1,090

Shares Held

301M

Call Options Held

19.7M

Put Options Held

14.2M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Values First Advisors, Inc. Ishares Barclays Transaction History