First Republic Investment Management, Inc. Ishares Tresg Screened S&P Sma Transaction History
First Republic Investment Management, Inc.
- $34.7 Billion
- Q3 2023
A detailed history of First Republic Investment Management, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 7,221 shares of XJR stock, worth $289,562. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,221
Previous 7,243
0.3%
Holding current value
$289,562
Previous $253,000
5.93%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding XJR
# of Institutions
83Shares Held
793KCall Options Held
0Put Options Held
0-
Bailard, Inc.69.7KShares$2.79 Million0.07% of portfolio
-
Franklin Resources Inc San Mateo, CA58.7KShares$2.35 Million0.0% of portfolio
-
Merriman Wealth Management, LLC49.9KShares$2 Million0.09% of portfolio
-
Better Money Decisions, LLC33KShares$1.32 Million0.83% of portfolio
-
Biltmore Family Office, LLC32KShares$1.28 Million0.21% of portfolio