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

139

Shares Held

7.16M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.05M
Shares

$51 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

419K
Shares

$20.4 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

413K
Shares

$20.1 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

352K
Shares

$17.1 Million
0.12% of portfolio
Gallagher Benefit Services, Inc. Rolling Meadows, IL

343K
Shares

$16.7 Million
2.6% of portfolio

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