First Republic Investment Management, Inc. Ishares Tr Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 07, 2019	SELL	N/A	-23,505 Closed	0 $0
Q1 2019 Apr 30, 2019	SELL	N/A	-77,228 Reduced 76.67%	23,505 $619,000
Q4 2018 Feb 12, 2019	SELL	N/A	-82,935 Reduced 45.15%	100,733 $2.39 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-655,408 Reduced 78.11%	183,668 $5.16 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-72,581 Reduced 7.96%	839,076 $23.2 Million
Q1 2018 May 10, 2018	BUY	N/A	911,657 New	911,657 $26.3 Million

Others Institutions Holding INTF

# of Institutions

147

Shares Held

39.8M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

7.88M
Shares

$231 Million
14.75% of portfolio
Halbert Hargrove Global Advisors, LLC

2.86M
Shares

$83.8 Million
4.97% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.5M
Shares

$73.2 Million
14.96% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$71.5 Million
3.22% of portfolio
Clearwater Capital Advisors, LLC

1.79M
Shares

$52.5 Million
5.78% of portfolio

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