Values First Advisors, Inc. Ishares Barclays 3 7 Yr Treas Transaction History
Values First Advisors, Inc.
- $177 Million
- Q2 2025
A detailed history of Values First Advisors, Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Values First Advisors, Inc. holds 42,020 shares of IEI stock, worth $5.02 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
42,020
Previous 42,695
1.58%
Holding current value
$5.02 Million
Previous $5.04 Million
0.77%
% of portfolio
2.82%
Previous 3.04%
Shares
20 transactions
Others Institutions Holding IEI
# of Institutions
874Shares Held
110MCall Options Held
1.08MPut Options Held
872K-
Jpmorgan Chase & CO New York, NY12.1MShares$1.45 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC6.79MShares$811 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA4.29MShares$512 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.02MShares$479 Million0.96% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.65MShares$436 Million1.01% of portfolio