Values First Advisors, Inc. IEI Holdings History
Values First Advisors, Inc.'s iShares 3-7 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, Values First Advisors, Inc. held 42,695.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $5.04 Mil. This investment constitutes 2.94% of their stock portfolio, and Values First Advisors, Inc. now holds 0.03% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.
The initial trade took place in 2019Q4. And since then Values First Advisors, Inc. has made 8 purchases of IEI, at an average price of $118.49, for a total of 63,538.00 shares. In addition, there have been 2 sales at an average price of $116.95 for 20,843.00 shares. Based on historical transaction data and IEI's current price of $118.13, Values First Advisors, Inc.'s estimated gain on his IEI holdings is $-47,589.37, reflecting a -0.63% gain to date.
Values First Advisors, Inc. IEI ($118.13) Holding Chart
Values First Advisors, Inc. IEI ($118.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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