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 $4.99 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
42,020
Previous 42,695
1.58%
Holding current value
$4.99 Million
Previous $5.04 Million
0.77%
% of portfolio
2.82%
Previous 3.04%
Shares
20 transactions
Others Institutions Holding IEI
# of Institutions
875Shares Held
115MCall Options Held
2.34MPut Options Held
666K-
Jpmorgan Chase & CO New York, NY12.1MShares$1.44 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$918 Million0.08% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$760 Million0.15% of portfolio
-
Wit, LLC District Of Columbia, DC4.8MShares$570 Million13.97% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.1MShares$487 Million1.04% of portfolio