First Republic Investment Management, Inc. Ishares Morningstar Mid Cap Et Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 13, 2020	SELL	$32.1 - $54.4 $40,574 - $68,761	-1,264 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$47.88 - $52.39 $7,373 - $8,068	154 Added 13.87%	1,264 $265,000
Q3 2019 Nov 08, 2019	BUY	$49.18 - $50.15 $54,589 - $55,666	1,110 New	1,110 $220,000

Others Institutions Holding IMCB

# of Institutions

186

Shares Held

7.04M

Call Options Held

Put Options Held

Ubs Group Ag

1.17M
Shares

$88.4 Million
0.02% of portfolio
Morgan Stanley New York, NY

913K
Shares

$69.2 Million
0.01% of portfolio
Townsquare Capital LLC

523K
Shares

$39.7 Million
0.51% of portfolio
Lpl Financial LLC Fort Mill, SC

426K
Shares

$32.3 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

388K
Shares

$29.4 Million
0.04% of portfolio

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