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	$104.24 - $126.57 $164,907 - $200,233	1,582 Added 23.42%	8,336 $869,000
Q2 2022 Aug 16, 2022	BUY	$105.98 - $131.35 $715,788 - $887,137	6,754 New	6,754 $743,000

Others Institutions Holding SIZE

# of Institutions

Shares Held

1.67M

Call Options Held

Put Options Held

1.2K

Black Rock Inc. New York, NY

429K
Shares

$67.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

342K
Shares

$53.9 Million
0.0% of portfolio
Envestnet Asset Management Inc

183K
Shares

$28.8 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$27 Million
26.69% of portfolio
Trinity Wealth Management, LLC

110K
Shares

$17.3 Million
7.47% of portfolio

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