D L Carlson Investment Group Inc Ishares Barclays Transaction History
D L Carlson Investment Group Inc
- $507 Million
- Q1 2025
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 5,175 shares of IEF stock, worth $495,092. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,175
Previous 3,600
43.75%
Holding current value
$495,092
Previous $332,000
48.49%
% of portfolio
0.1%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,155Shares Held
305MCall Options Held
6.96MPut Options Held
4.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.26 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.69 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.19 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.07 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.06 Billion0.08% of portfolio