Corient Private Wealth LLC
Position in IEI — iShares 3-7 Year Treasury Bond ETF
CIK 1948780
MIAMI, FL
All Filings in IEI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 IEI | $5,505,468 | 46,875 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 IEI | $6,441,759 | 54,315 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IEI | $7,216,259 | 60,463 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 IEI | $5,180,399 | 43,347 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IEI | $5,763,003 | 48,392 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 IEI | $5,437,747 | 46,028 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 IEI | $5,141,975 | 44,500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 IEI | $7,764,004 | 64,911 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 IEI | $5,590,710 | 48,417 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 IEI | $4,560,018 | 39,375 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 IEI | $25,398,469 | 216,840 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 IEI | $24,461,457 | 216,167 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 IEI | $2,502,525 | 21,712 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 IEI | $2,362,294 | 20,079 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||