Values First Advisors, Inc. Ishares Barclays Transaction History

Values First Advisors, Inc.

$169 Million
Q1 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 30,913 shares of IEF stock, worth $2.91 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares

30,913

Previous 28,388 8.89%

Holding current value

$2.91 Million

Previous $2.74 Million 6.94%

% of portfolio

1.73%

Previous 1.66%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$93.25 - $99.14 $5,222 - $5,551	-56 Reduced 96.55%	2 $0
Q3 2022 Dec 02, 2022	BUY	$96.7 - $105.6 $96 - $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

977

Shares Held

222M

Call Options Held

18.3M

Put Options Held

15.1M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Values First Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Values First Advisors, Inc. with notifications on news.

Account

Values First Advisors, Inc. Ishares Barclays Transaction History