D L Carlson Investment Group Inc Ishares Barclays Transaction History
D L Carlson Investment Group Inc
- $528 Million
- Q2 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 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
Others Institutions Holding IEF
# of Institutions
1,173Shares Held
306MCall Options Held
21.8MPut Options Held
4.72M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa57.7MShares$5.56 Billion2.23% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.71 Billion0.21% of portfolio
-
Morgan Stanley New York, NY12.5MShares$1.21 Billion0.08% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.2 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.7MShares$1.12 Billion0.29% of portfolio