Values First Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History
Values First Advisors, Inc.
- $166 Million
- Q1 2025
A detailed history of Values First Advisors, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Values First Advisors, Inc. holds 20,774 shares of TLT stock, worth $1.87 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
20,774
Previous 18,912
9.85%
Holding current value
$1.87 Million
Previous $1.65 Million
14.54%
% of portfolio
1.14%
Previous 0.93%
Shares
6 transactions
Others Institutions Holding TLT
# of Institutions
1,418Shares Held
399MCall Options Held
175MPut Options Held
153M-
Bank Of America Corp Charlotte, NC79.2MShares$7.15 Billion0.59% of portfolio
-
Rafferty Asset Management, LLC New York, NY41.8MShares$3.77 Billion13.23% of portfolio
-
Northwestern Mutual Wealth Management CO37.6MShares$3.4 Billion2.79% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.86 Billion0.13% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.5 Billion0.04% of portfolio