Values First Advisors, Inc. Ishares Barclays Transaction History
Values First Advisors, Inc.
- $181 Million
- Q4 2025
A detailed history of Values First Advisors, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Values First Advisors, Inc. holds 55,499 shares of IEF stock, worth $5.35 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
55,499
Previous 53,099
4.52%
Holding current value
$5.35 Million
Previous $5.12 Million
4.51%
% of portfolio
2.96%
Previous 2.87%
Shares
22 transactions
Others Institutions Holding IEF
# of Institutions
1,217Shares Held
344MCall Options Held
16.3MPut Options Held
26.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa87.7MShares$8.45 Billion3.12% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.57 Billion0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN15MShares$1.44 Billion0.35% of portfolio
-
Morgan Stanley New York, NY14.3MShares$1.38 Billion0.09% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.24 Billion0.38% of portfolio