First Republic Investment Management, Inc. Spdr Ser Tr S&P Transn ETF Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$64.94 - $75.74 $175,208 - $204,346	-2,698 Reduced 46.05%	3,161 $212,000
Q3 2022 Nov 03, 2022	BUY	$63.53 - $81.46 $86,654 - $111,111	1,364 Added 30.34%	5,859 $373,000
Q2 2022 Aug 16, 2022	BUY	$66.98 - $86.23 $31,413 - $40,441	469 Added 11.65%	4,495 $305,000
Q1 2022 May 16, 2022	BUY	$80.06 - $95.77 $322,321 - $385,570	4,026 New	4,026 $359,000

Others Institutions Holding XTN

# of Institutions

Shares Held

1.14M

Call Options Held

2.1K

Put Options Held

1.2K

Phoenix Holdings Ltd. Givatayim, L3

605K
Shares

$57 Million
0.75% of portfolio
Morgan Stanley New York, NY

48.6K
Shares

$4.58 Million
0.0% of portfolio
Moss Adams Wealth Advisors LLC Seattle, WA

46.6K
Shares

$4.39 Million
0.42% of portfolio
Lpl Financial LLC Fort Mill, SC

36.9K
Shares

$3.48 Million
0.0% of portfolio
Win Advisors, Inc

36.5K
Shares

$3.44 Million
1.48% of portfolio

View Full List

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