First Republic Investment Management, Inc. Invesco Exchange Traded Fd Tr Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$271.59 - $310.52 $197,174 - $225,437	726 New	726 $225,000
Q2 2022 Aug 16, 2022	BUY	$277.86 - $356.56 $35,288 - $45,283	127 Added 19.57%	776 $222,000
Q2 2021 Aug 16, 2021	BUY	$299.8 - $325.38 $194,570 - $211,171	649 New	649 $211,000
Q1 2021 May 14, 2021	SELL	$281.0 - $299.29 $251,214 - $267,565	-894 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$252.63 - $285.66 $225,851 - $255,380	894 New	894 $255,000

Others Institutions Holding XLG

# of Institutions

433

Shares Held

71.8M

Call Options Held

39.6K

Put Options Held

29K

Lpl Financial LLC Fort Mill, SC

7.98M
Shares

$390 Million
0.17% of portfolio
Morgan Stanley New York, NY

5.68M
Shares

$278 Million
0.02% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

5.21M
Shares

$254 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

4.88M
Shares

$238 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.09M
Shares

$151 Million
0.03% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
Industry ETFs

More about XLG

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