First Republic Investment Management, Inc. Spdr Ssga Us Large Cap Low Vol Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 28, 2023	SELL	$133.6 - $140.61 $6,145 - $6,468	-46 Reduced 2.95%	1,514 $212,000
Q1 2023 May 11, 2023	BUY	$130.44 - $140.63 $6,000 - $6,468	46 Added 3.04%	1,560 $213,000
Q4 2022 Feb 13, 2023	BUY	$122.6 - $141.03 $185,616 - $213,519	1,514 New	1,514 $205,000
Q2 2022 Aug 16, 2022	SELL	$124.76 - $146.81 $188,886 - $222,270	-1,514 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$132.75 - $149.18 $9,292 - $10,442	70 Added 4.85%	1,514 $218,000
Q4 2021 Feb 09, 2022	BUY	$133.85 - $150.71 $193,279 - $217,625	1,444 New	1,444 $218,000
Q1 2020 May 13, 2020	SELL	$76.56 - $121.5 $134,439 - $213,354	-1,756 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$108.62 - $114.28 $190,736 - $200,675	1,756 New	1,756 $201,000

Others Institutions Holding LGLV

# of Institutions

159

Shares Held

3.58M

Call Options Held

Put Options Held

Syntegra Private Wealth Group, LLC Chesterfield, MO

610K
Shares

$101 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$52.8 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$45.5 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$39.6 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$35.2 Million
0.5% of portfolio

View Full List

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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