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

1.1K

Black Rock Inc. New York, NY

429K
Shares

$63.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

358K
Shares

$53 Million
0.0% of portfolio
Envestnet Asset Management Inc

182K
Shares

$26.9 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$25.3 Million
26.69% of portfolio
Trinity Wealth Management, LLC

110K
Shares

$16.2 Million
7.47% of portfolio

View Full List

About ISHARES MSCI USA SIZE FACTOR E

Ticker SIZE
Sector ETFs
Industry ETFs

More about SIZE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Republic Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on First Republic Investment Management, Inc. with notifications on news.

Account