Values First Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History
Values First Advisors, Inc.
- $177 Million
- Q4 2024
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 18,912 shares of TLT stock, worth $1.72 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
18,912
Previous 12,378
52.79%
Holding current value
$1.72 Million
Previous $1.21 Million
36.0%
% of portfolio
0.93%
Previous 0.67%
Shares
5 transactions
Others Institutions Holding TLT
# of Institutions
1,430Shares Held
412MCall Options Held
175MPut Options Held
153M-
Bank Of America Corp Charlotte, NC79.2MShares$7.19 Billion0.59% of portfolio
-
Rafferty Asset Management, LLC New York, NY41.8MShares$3.79 Billion13.23% of portfolio
-
Northwestern Mutual Wealth Management CO37.6MShares$3.41 Billion2.79% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.87 Billion0.13% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.51 Billion0.04% of portfolio