Corient Private Wealth LLC
Position in ISCV — iShares Morningstar Small-Cap Value ETF
CIK 1948780
MIAMI, FL
All Filings in ISCV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 ISCV | $211,155 | 3,330 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 ISCV | $217,101 | 3,420 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 ISCV | $1,296,604 | 22,390 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 ISCV | $1,385,812 | 22,644 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 ISCV | $1,297,823 | 21,919 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 ISCV | $1,116,998 | 21,572 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 ISCV | $1,200,486 | 22,223 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 ISCV | $1,188,797 | 22,787 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 ISCV | $82,059 | 24,646 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||