Corient Private Wealth LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1948780
MIAMI, FL
All Filings in AOA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,118,017 | 21,701 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $1,918,994 | 21,686 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,911,658 | 21,345 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,836,837 | 20,840 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,827,377 | 21,911 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $1,679,557 | 21,955 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,687,794 | 22,031 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,770,819 | 22,441 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,757,030 | 23,496 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,844,947 | 25,115 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,733,776 | 25,109 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,799,370 | 28,341 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,998,426 | 30,124 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,884,489 | 29,635 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $812,600 | 13,600 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||