First Republic Investment Management, Inc. Ishares Tr Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$17.87 - $23.07 $14.9 Million - $19.2 Million	-833,597 Reduced 92.12%	71,317 $1.38 Million
Q4 2022 Feb 13, 2023	SELL	$15.41 - $21.93 $695,607 - $989,920	-45,140 Reduced 4.75%	904,914 $19.2 Million
Q3 2022 Nov 03, 2022	BUY	$13.6 - $17.49 $7.53 Million - $9.68 Million	553,315 Added 139.47%	950,054 $13.7 Million
Q2 2022 Aug 16, 2022	BUY	$15.24 - $21.54 $6.05 Million - $8.55 Million	396,739 New	396,739 $6.34 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-11,600 Closed	0 $0
Q1 2019 Apr 30, 2019	SELL	N/A	-1,450 Reduced 11.11%	11,600 $293,000
Q4 2018 Feb 12, 2019	BUY	N/A	13,050 New	13,050 $266,000

Others Institutions Holding IEZ

# of Institutions

Shares Held

3.43M

Call Options Held

27.4K

Put Options Held

2.7K

Morgan Stanley New York, NY

876K
Shares

$18.1 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

391K
Shares

$8.1 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

209K
Shares

$4.32 Million
0.0% of portfolio
Van Cleef Asset Management,Inc Beachwood, OH

177K
Shares

$3.67 Million
0.41% of portfolio
Genesee Capital Advisors, LLC

171K
Shares

$3.55 Million
1.7% of portfolio

View Full List

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