Values First Advisors, Inc. Ishares Barclays Transaction History
Values First Advisors, Inc.
- $182 Million
- Q3 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 33,223 shares of IEF stock, worth $3.08 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
33,223
Previous 32,278
2.93%
Holding current value
$3.08 Million
Previous $3.02 Million
7.84%
% of portfolio
1.79%
Previous 1.83%
Shares
17 transactions
Others Institutions Holding IEF
# of Institutions
1,055Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.86 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.57 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.31 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.22 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.18 Billion0.41% of portfolio