Corient Private Wealth LLC
Position in IJJ — iShares S&P Mid-Cap 400 Value ETF
CIK 1948780
MIAMI, FL
All Filings in IJJ
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 IJJ | $13,964,916 | 94,530 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 IJJ | $13,623,385 | 102,818 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IJJ | $14,424,237 | 109,615 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 IJJ | $14,325,628 | 110,435 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IJJ | $14,081,817 | 113,949 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 IJJ | $14,128,140 | 118,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 IJJ | $15,302,101 | 122,456 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 IJJ | $18,243,468 | 147,577 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 IJJ | $17,306,734 | 152,536 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 IJJ | $19,093,662 | 161,414 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 IJJ | $8,193,089 | 71,844 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 IJJ | $3,554,249 | 35,215 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 IJJ | $3,473,047 | 32,419 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 IJJ | $3,270,963 | 31,828 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 IJJ | $2,881,368 | 28,585 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||