Values First Advisors, Inc. Ishares Barclays 3 7 Yr Treas Transaction History
Values First Advisors, Inc.
- $169 Million
- Q1 2024
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 25,314 shares of IEI stock, worth $2.93 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
25,314
Previous 23,414
8.11%
Holding current value
$2.93 Million
Previous $2.74 Million
6.89%
% of portfolio
1.73%
Previous 1.66%
Shares
15 transactions
Others Institutions Holding IEI
# of Institutions
704Shares Held
86.1MCall Options Held
131KPut Options Held
569K-
Jpmorgan Chase & CO New York, NY9.58MShares$1.11 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.16MShares$598 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.21MShares$487 Million1.1% of portfolio
-
Envestnet Asset Management Inc3.67MShares$425 Million0.16% of portfolio
-
Morgan Stanley New York, NY3.04MShares$352 Million0.03% of portfolio