First Republic Investment Management, Inc. Ishares Msci Usa Size Factor E 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	BUY	$111.8 - $126.52 $1.23 Million - $1.39 Million	10,994 New	10,994 $1.3 Million
Q3 2022 Nov 03, 2022	BUY	N/A	1,582 Added 23.42%	8,336 $869,000
Q2 2022 Aug 16, 2022	BUY	N/A	6,754 New	6,754 $743,000

Others Institutions Holding SIZE

# of Institutions

Shares Held

1.58M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

410K
Shares

$57 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

339K
Shares

$47.3 Million
0.0% of portfolio
Envestnet Asset Management Inc

171K
Shares

$23.8 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$23.8 Million
26.69% of portfolio
Trinity Wealth Management, LLC

108K
Shares

$15 Million
7.45% of portfolio

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