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

$38.4 Million
2.03% of portfolio
Becker Capital Management Inc

203K
Shares

$9.48 Million
0.3% of portfolio
Lpl Financial LLC Fort Mill, SC

140K
Shares

$6.53 Million
0.0% of portfolio
Bsw Wealth Partners Boulder, CO

97.9K
Shares

$4.57 Million
0.66% of portfolio
Better Money Decisions, LLC

93K
Shares

$4.34 Million
2.93% of portfolio

View Full List

About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
Sector ETFs
Industry ETFs

More about XVV

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