Values First Advisors, Inc. Ishares Barclays 3 7 Yr Treas Transaction History
Values First Advisors, Inc.
- $179 Million
- Q3 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 43,221 shares of IEI stock, worth $5.16 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
43,221
Previous 42,020
2.86%
Holding current value
$5.16 Million
Previous $5 Million
3.22%
% of portfolio
2.89%
Previous 2.82%
Shares
21 transactions
Others Institutions Holding IEI
# of Institutions
902Shares Held
120MCall Options Held
920KPut Options Held
933K-
Jpmorgan Chase & CO New York, NY16.5MShares$1.97 Billion0.13% of portfolio
-
Bank Of America Corp Charlotte, NC7.04MShares$840 Million0.06% of portfolio
-
Captrust Financial Advisors Raleigh, NC5.64MShares$674 Million1.44% of portfolio
-
Invesco Ltd. Atlanta, GA4.29MShares$513 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.25MShares$508 Million0.97% of portfolio