Samalin Investment Counsel, LLC Ishares Barclays Transaction History

Samalin Investment Counsel, LLC

$223 Million
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$98.15 - $106.65 $82,740 - $89,905	-843 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$106.08 - $113.93 $26,520 - $28,482	-250 Reduced 22.87%	843 $90.6 Million
Q4 2021 Feb 15, 2022	BUY	$113.55 - $116.36 $454 - $465	4 Added 0.37%	1,093 $126 Million
Q3 2021 Nov 15, 2021	BUY	$114.96 - $118.18 $95,761 - $98,443	833 Added 325.39%	1,089 $125 Million
Q2 2021 Aug 12, 2021	BUY	$113.04 - $115.78 $28,938 - $29,639	256 New	256 $29,000
Q1 2021 May 11, 2021	SELL	$112.93 - $119.98 $14,229 - $15,117	-126 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$119.27 - $121.81 $119 - $121	1 Added 0.8%	126 $15.1 Million
Q3 2020 Nov 10, 2020	BUY	$121.18 - $123.06 $15,147 - $15,382	125 New	125 $15,000
Q1 2020 May 04, 2020	SELL	$110.73 - $121.48 $13,841 - $15,185	-125 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$110.18 - $113.81 $13,772 - $14,226	125 New	125 $13,000

Others Institutions Holding IEF

# of Institutions

1,094

Shares Held

294M

Call Options Held

14.3M

Put Options Held

8.92M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

49.2M
Shares

$4.61 Billion
1.84% of portfolio
Jpmorgan Chase & CO New York, NY

26.7M
Shares

$2.51 Billion
0.2% of portfolio
Wealthfront Advisers LLC

15.6M
Shares

$1.46 Billion
1.2% of portfolio
Envestnet Asset Management Inc

12.2M
Shares

$1.14 Billion
0.37% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.6M
Shares

$1.09 Billion
0.29% of portfolio

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