Values First Advisors, Inc. Ihares Core 1 5 Years Usd Bond Transaction History
Values First Advisors, Inc.
- $177 Million
- Q4 2024
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 129,274 shares of ISTB stock, worth $6.22 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
129,274
Previous 156,350
17.32%
Holding current value
$6.22 Million
Previous $7.61 Million
18.87%
% of portfolio
3.49%
Previous 4.18%
Shares
2 transactions
Others Institutions Holding ISTB
# of Institutions
409Shares Held
62.2MCall Options Held
0Put Options Held
0-
Acorns Advisers, LLC Irvine, CA10.7MShares$516 Million4.97% of portfolio
-
State Of Wisconsin Investment Board Madison, WI5.05MShares$243 Million0.65% of portfolio
-
Trust Point Inc. La Crosse, WI3.4MShares$164 Million11.27% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.07MShares$148 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.9MShares$91.4 Million0.03% of portfolio