Values First Advisors, Inc. Ihares Core 1 5 Years Usd Bond Transaction History
Values First Advisors, Inc.
- $166 Million
- Q1 2025
A detailed history of Values First Advisors, Inc. transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Values First Advisors, Inc. holds 129,402 shares of ISTB stock, worth $6.26 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
129,402
Previous 129,274
0.1%
Holding current value
$6.26 Million
Previous $6.18 Million
1.31%
% of portfolio
3.77%
Previous 3.49%
Shares
3 transactions
Others Institutions Holding ISTB
# of Institutions
419Shares Held
61.3MCall Options Held
0Put Options Held
100-
Acorns Advisers, LLC Irvine, CA10.9MShares$529 Million5.07% of portfolio
-
State Of Wisconsin Investment Board Madison, WI5.05MShares$244 Million0.67% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.98MShares$144 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2MShares$96.6 Million0.04% of portfolio
-
Trust Point Inc. La Crosse, WI1.82MShares$88 Million8.02% of portfolio