First Republic Investment Management, Inc. Ishares Tr Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 28, 2023	BUY	$82.47 - $88.6 $42,966 - $46,160	521 Added 21.11%	2,989 $262,000
Q1 2023 May 11, 2023	SELL	$81.37 - $95.04 $129,703 - $151,493	-1,594 Reduced 39.24%	2,468 $211,000
Q4 2022 Feb 13, 2023	BUY	$81.32 - $94.36 $106,447 - $123,517	1,309 Added 47.55%	4,062 $371,000
Q3 2022 Nov 03, 2022	BUY	$78.22 - $88.93 $215,339 - $244,824	2,753 New	2,753 $218,000

Others Institutions Holding IAK

# of Institutions

180

Shares Held

3.87M

Call Options Held

2.2K

Put Options Held

Morgan Stanley New York, NY

420K
Shares

$55.6 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

259K
Shares

$34.4 Million
0.01% of portfolio
Spc Financial, Inc.

164K
Shares

$21.7 Million
2.0% of portfolio
Lpl Financial LLC Fort Mill, SC

160K
Shares

$21.2 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

155K
Shares

$20.6 Million
0.0% of portfolio

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