First Republic Investment Management, Inc. Ishares Tr Esg Screened S&P 50 Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 03, 2022	BUY	$26.83 - $32.55 $274,175 - $332,628	10,219 New	10,219 $274,000

Others Institutions Holding XVV

# of Institutions

Shares Held

2.8M

Call Options Held

Put Options Held

Sun Life Financial Inc Toronto, A6

823K
Shares

$37.4 Million
2.03% of portfolio
Becker Capital Management Inc

207K
Shares

$9.39 Million
0.3% of portfolio
Retirement Capital Strategies

148K
Shares

$6.71 Million
2.5% of portfolio
Lpl Financial LLC Fort Mill, SC

122K
Shares

$5.56 Million
0.0% of portfolio
Bsw Wealth Partners Boulder, CO

97.9K
Shares

$4.45 Million
0.66% of portfolio

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