Corient Private Wealth LLC
Position in ISCG — iShares Morningstar Small-Cap Growth ETF
CIK 1948780
MIAMI, FL
All Filings in ISCG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 ISCG | $683,100 | 12,317 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 ISCG | $672,466 | 12,382 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 ISCG | $612,396 | 12,307 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 ISCG | $554,430 | 12,307 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 ISCG | $614,837 | 12,431 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 ISCG | $1,007,254 | 20,573 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 ISCG | $1,306,458 | 28,726 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 ISCG | $1,342,100 | 28,819 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 ISCG | $1,270,412 | 28,873 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 ISCG | $647,020 | 16,693 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 ISCG | $702,437 | 16,963 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 ISCG | $664,414 | 17,045 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 ISCG | $638,917 | 17,728 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||