Values First Advisors, Inc. Ishares Barclays 10 20 Yr Trea Transaction History
Values First Advisors, Inc.
- $179 Million
- Q3 2025
A detailed history of Values First Advisors, Inc. transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Values First Advisors, Inc. holds 18,295 shares of TLH stock, worth $1.88 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
18,295
Previous 17,877
2.34%
Holding current value
$1.88 Million
Previous $1.82 Million
3.74%
% of portfolio
1.06%
Previous 1.03%
Shares
8 transactions
Others Institutions Holding TLH
# of Institutions
647Shares Held
114MCall Options Held
74.5KPut Options Held
31.7K-
Envestnet Asset Management Inc24.8MShares$2.55 Billion0.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.37MShares$962 Million0.3% of portfolio
-
Forum Financial Management, LP Lombard, IL8.01MShares$823 Million12.82% of portfolio
-
Bank Of America Corp Charlotte, NC7.94MShares$816 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$412 Million0.03% of portfolio