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

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$35.89 - $41.91 $133,869 - $156,324	-3,730 Reduced 39.94%	5,609 $218,000
Q4 2022 Feb 13, 2023	SELL	$34.27 - $38.77 $134,338 - $151,978	-3,920 Reduced 29.56%	9,339 $336,000
Q3 2022 Nov 03, 2022	BUY	$34.27 - $42.49 $454,385 - $563,374	13,259 New	13,259 $460,000

Others Institutions Holding ISCG

# of Institutions

131

Shares Held

7.21M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

1.08M
Shares

$56.4 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

423K
Shares

$22 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

388K
Shares

$20.2 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

378K
Shares

$19.7 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

355K
Shares

$18.4 Million
0.01% of portfolio

View Full List

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
Sector ETFs
Industry ETFs

More about ISCG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Republic Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on First Republic Investment Management, Inc. with notifications on news.

Account