First Republic Investment Management, Inc. Indexiq Iq 50 Percent Hedged F Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 16, 2021	SELL	$24.1 - $25.61 $646,434 - $686,937	-26,823 Closed	0 $0
Q1 2021 May 14, 2021	SELL	$22.59 - $24.06 $207,602 - $221,111	-9,190 Reduced 25.52%	26,823 $641,000
Q3 2020 Nov 12, 2020	BUY	$19.28 - $20.52 $1,021 - $1,087	53 Added 0.15%	36,013 $716,000
Q2 2020 Aug 13, 2020	BUY	$16.16 - $20.31 $1,664 - $2,091	103 Added 0.29%	35,960 $696,000
Q1 2020 May 13, 2020	SELL	$14.99 - $22.18 $204,268 - $302,246	-13,627 Reduced 27.54%	35,857 $602,000
Q4 2019 Feb 14, 2020	SELL	$19.71 - $22.0 $62,244 - $69,476	-3,158 Reduced 6.0%	49,484 $1.08 Million
Q3 2019 Nov 08, 2019	BUY	$20.17 - $20.58 $1,815 - $1,852	90 Added 0.17%	52,642 $1.07 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-16,507 Reduced 23.9%	52,552 $1.07 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-3,481 Reduced 4.8%	69,059 $1.38 Million
Q4 2018 Feb 12, 2019	BUY	N/A	72,540 New	72,540 $1.32 Million

Others Institutions Holding HFXI

# of Institutions

Shares Held

21.8M

Call Options Held

Put Options Held

New York Life Investment Management LLC New York, NY

4.15M
Shares

$109 Million
1.19% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.91M
Shares

$102 Million
0.03% of portfolio
Morgan Stanley New York, NY

3.28M
Shares

$86.1 Million
0.01% of portfolio
Ubs Group Ag

1.52M
Shares

$39.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.3M
Shares

$34.1 Million
0.0% of portfolio

View Full List

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