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 $293,100. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,221
Previous 7,243
0.3%
Holding current value
$293,100
Previous $253,000
5.93%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding XJR
# of Institutions
62Shares Held
605KCall Options Held
0Put Options Held
0-
Franklin Resources Inc San Mateo, CA53KShares$2.15 Million0.0% of portfolio
-
Bailard, Inc.45KShares$1.83 Million0.05% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA37.9KShares$1.54 Million1.21% of portfolio
-
Merriman Wealth Management, LLC36.5KShares$1.48 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.34.3KShares$1.39 Million0.0% of portfolio