A detailed history of D L Carlson Investment Group Inc transactions in Ishares Barclays stock. As of the latest transaction made, D L Carlson Investment Group Inc holds 6,658 shares of IEF stock, worth $641,698. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,658
Previous 5,175 28.66%
Holding current value
$641,698
Previous $493,000 29.21%
% of portfolio
0.12%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

BUY
$93.15 - $96.56 $138,141 - $143,198
1,483 Added 28.66%
6,658 $637,000
Q1 2025

May 14, 2025

BUY
$91.17 - $95.39 $143,592 - $150,239
1,575 Added 43.75%
5,175 $493,000
Q4 2024

Feb 12, 2025

BUY
$92.08 - $98.18 $39,594 - $42,217
430 Added 13.56%
3,600 $332,000
Q3 2024

Nov 13, 2024

BUY
$92.67 - $99.14 $293,763 - $314,273
3,170 New
3,170 $311,000

Others Institutions Holding IEF

About ISHARES BARCLAYS


  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
Track This Portfolio

Track D L Carlson Investment Group Inc Portfolio

Follow D L Carlson Investment Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of D L Carlson Investment Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on D L Carlson Investment Group Inc with notifications on news.