Samalin Investment Counsel, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Samalin Investment Counsel, LLC

$203 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	$35.29 - $38.11 $12,351 - $13,338	-350 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$35.91 - $38.15 $12,568 - $13,352	350 New	350 $12,000

Others Institutions Holding XJH

# of Institutions

107

Shares Held

3.13M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

364K
Shares

$14.8 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

360K
Shares

$14.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

248K
Shares

$10.1 Million
0.01% of portfolio
Bailard, Inc.

199K
Shares

$8.12 Million
0.23% of portfolio
Mariner, LLC Overland Park, KS

140K
Shares

$5.71 Million
0.01% of portfolio

About ISHARES TR ESG SCREENED S&P MI

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