Values First Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History

Values First Advisors, Inc.

$177 Million
Q2 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 20,465 shares of TLT stock, worth $1.83 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

20,465

Previous 20,774 1.49%

Holding current value

$1.83 Million

Previous $1.89 Million 4.49%

% of portfolio

1.02%

Previous 1.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$83.97 - $92.85 $25,946 - $28,690	-309 Reduced 1.49%	20,465 $1.81 Million
Q1 2025 Apr 30, 2025	BUY	$85.29 - $92.57 $158,809 - $172,365	1,862 Added 9.85%	20,774 $1.89 Million
Q4 2024 Jan 29, 2025	BUY	$87.1 - $98.49 $569,111 - $643,533	6,534 Added 52.79%	18,912 $1.65 Million
Q3 2024 Oct 23, 2024	BUY	$89.91 - $101.33 $16,723 - $18,847	186 Added 1.53%	12,378 $1.21 Million
Q2 2024 Jul 19, 2024	BUY	$87.78 - $94.67 $46,523 - $50,175	530 Added 4.54%	12,192 $1.12 Million
Q1 2024 Apr 23, 2024	BUY	$92.18 - $98.72 $116,515 - $124,782	1,264 Added 12.16%	11,662 $1.1 Million
Q4 2023 Jan 18, 2024	BUY	$82.77 - $100.51 $860,642 - $1.05 Million	10,398 New	10,398 $1.03 Million

Others Institutions Holding TLT

# of Institutions

1,378

Shares Held

401M

Call Options Held

169M

Put Options Held

151M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Values First Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History