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 $298,516. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,221
Previous 7,243 0.3%
Holding current value
$298,516
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

About ISHARES TRESG SCREENED S&P SMA


  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
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