Values First Advisors, Inc. Ishares Barclays Transaction History
Values First Advisors, Inc.
- $179 Million
- Q3 2025
A detailed history of Values First Advisors, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Values First Advisors, Inc. holds 53,099 shares of IEF stock, worth $5.12 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
53,099
Previous 51,944
2.22%
Holding current value
$5.12 Million
Previous $4.97 Million
2.96%
% of portfolio
2.87%
Previous 2.81%
Shares
21 transactions
Others Institutions Holding IEF
# of Institutions
1,181Shares Held
341MCall Options Held
16.7MPut Options Held
15.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa87.7MShares$8.45 Billion3.12% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.57 Billion0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN15MShares$1.44 Billion0.35% of portfolio
-
Morgan Stanley New York, NY14.3MShares$1.38 Billion0.09% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.24 Billion0.38% of portfolio