A detailed history of First Republic Investment Management, Inc. transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 7,231 shares of SUSL stock, worth $755,061. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,231
Previous 8,841 18.21%
Holding current value
$755,061
Previous $684,000 20.32%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023

SELL
$74.91 - $80.11 $120,605 - $128,977
-1,610 Reduced 18.21%
7,231 $545,000
Q2 2023

Jul 28, 2023

BUY
$70.03 - $77.42 $14,776 - $16,335
211 Added 2.44%
8,841 $684,000
Q1 2023

May 11, 2023

SELL
$65.64 - $72.48 $228,099 - $251,868
-3,475 Reduced 28.71%
8,630 $614,000
Q3 2022

Nov 03, 2022

SELL
$61.76 - $74.65 $126,299 - $152,659
-2,045 Reduced 14.45%
12,105 $748,000
Q2 2022

Aug 16, 2022

BUY
$64.17 - $80.06 $908,005 - $1.13 Million
14,150 New
14,150 $939,000

Others Institutions Holding SUSL

About ISHARES TR ESG MSCI USA LEADER


  • Ticker SUSL
  • Sector ETFs
  • Industry ETFs
More about SUSL
Track This Portfolio

Track First Republic Investment Management, Inc. Portfolio

Follow First Republic Investment Management, Inc. and customize your updates to receive the information that matters most to you.

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.