First Republic Investment Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

A detailed history of First Republic Investment Management, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 112,510 shares of SDVY stock, worth $4.04 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

112,510

Previous 113,797 1.13%

Holding current value

$4.04 Million

Previous $3.22 Million 1.4%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	$27.7 - $30.38 $35,649 - $39,099	-1,287 Reduced 1.13%	112,510 $3.18 Million
Q2 2023 Jul 28, 2023	SELL	$24.91 - $28.31 $323,232 - $367,350	-12,976 Reduced 10.24%	113,797 $3.22 Million
Q1 2023 May 11, 2023	SELL	$25.54 - $29.71 $289,904 - $337,238	-11,351 Reduced 8.22%	126,773 $3.38 Million
Q4 2022 Feb 13, 2023	BUY	$23.78 - $27.72 $163,225 - $190,270	6,864 Added 5.23%	138,124 $3.6 Million
Q3 2022 Nov 03, 2022	BUY	$23.0 - $27.75 $539,419 - $650,820	23,453 Added 21.75%	131,260 $3.04 Million
Q2 2022 Aug 16, 2022	BUY	$23.62 - $28.23 $216,760 - $259,066	9,177 Added 9.3%	107,807 $2.57 Million
Q1 2022 May 16, 2022	BUY	$27.17 - $30.89 $1.41 Million - $1.61 Million	52,018 Added 111.6%	98,630 $2.75 Million
Q4 2021 Feb 09, 2022	BUY	$28.58 - $30.81 $1.33 Million - $1.44 Million	46,612 New	46,612 $1.41 Million

Others Institutions Holding SDVY

# of Institutions

405

Shares Held

133M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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First Republic Investment Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History