Values First Advisors, Inc. Ihares Core 1 5 Years Usd Bond Transaction History
Values First Advisors, Inc.
- $181 Million
- Q4 2025
A detailed history of Values First Advisors, Inc. transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Values First Advisors, Inc. holds 137,130 shares of ISTB stock, worth $6.68 Million. This represents 3.69% of its overall portfolio holdings.
Number of Shares
137,130
Previous 130,514
5.07%
Holding current value
$6.68 Million
Previous $6.37 Million
4.79%
% of portfolio
3.69%
Previous 3.57%
Shares
6 transactions
Others Institutions Holding ISTB
# of Institutions
427Shares Held
64MCall Options Held
13.1KPut Options Held
16K-
Acorns Advisers, LLC Irvine, CA11MShares$535 Million4.22% of portfolio
-
State Of Wisconsin Investment Board Madison, WI5.24MShares$255 Million0.63% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.37MShares$115 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.11MShares$103 Million0.03% of portfolio
-
Trust Point Inc. La Crosse, WI1.79MShares$87.2 Million6.89% of portfolio