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 $302,848. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,221
Previous 7,243 0.3%
Holding current value
$302,848
Previous $253,000 5.93%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 07, 2023
SELL
$32.6 - $36.92 $717 - $812
-22 Reduced 0.3%
7,221 $238,000
Q2 2023

Jul 28, 2023
SELL
$31.98 - $35.12 $50,560 - $55,524
-1,581 Reduced 17.92%
7,243 $253,000
Q1 2023

May 11, 2023
BUY
$32.42 - $37.84 $36,893 - $43,061
1,138 Added 14.81%
8,824 $299,000
Q4 2022

Feb 13, 2023
BUY
$31.29 - $35.81 $240,494 - $275,235
7,686 New
7,686 $255,000

Others Institutions Holding XJR

# of Institutions
86
Shares Held
832K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

XJR Quotes by TradingView
  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
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.

Choose your preferred platform and Sign Up 👇 Telegram Email