First Republic Investment Management, Inc. Ishares Tr Core Growth Allocat Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 14, 2018	SELL	N/A	-14,018 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	14,018	14,018 $628,000

Others Institutions Holding AOR

# of Institutions

367

Shares Held

14.4M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

1.62M
Shares

$95.5 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

687K
Shares

$40.6 Million
0.0% of portfolio
Mesirow Financial Investment Management, Inc.

601K
Shares

$35.5 Million
0.72% of portfolio
Bank Of America Corp Charlotte, NC

578K
Shares

$34.2 Million
0.0% of portfolio
Aspiriant, LLC

444K
Shares

$26.3 Million
1.01% of portfolio

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About ISHARES TR CORE GROWTH ALLOCAT

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