Corient Private Wealth LLC
Position in IMCV — iShares Morningstar Mid-Cap Value ETF
CIK 1948780
MIAMI, FL
All Filings in IMCV
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 IMCV | $1,481,909 | 16,217 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 IMCV | $1,380,974 | 16,287 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IMCV | $1,427,446 | 17,336 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 IMCV | $1,462,209 | 18,198 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IMCV | $1,390,434 | 18,300 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 IMCV | $1,413,245 | 19,049 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 IMCV | $1,647,383 | 22,184 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 IMCV | $1,774,292 | 23,151 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 IMCV | $4,243,338 | 60,412 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 IMCV | $4,428,742 | 61,044 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 IMCV | $3,976,382 | 58,718 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 IMCV | $3,328,451 | 54,934 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 IMCV | $3,508,850 | 55,084 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 IMCV | $3,546,775 | 57,317 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 IMCV | $3,744,531 | 60,347 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||