Corient Private Wealth LLC
Position in IWP — iShares Russell Mid-Cap Growth ETF
CIK 1948780
MIAMI, FL
All Filings in IWP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 IWP | $23,880,349 | 163,106 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 IWP | $17,809,576 | 139,007 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IWP | $23,001,264 | 167,966 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 IWP | $23,154,441 | 162,590 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IWP | $21,824,626 | 157,374 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 IWP | $37,346,546 | 317,870 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 IWP | $21,559,161 | 170,092 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 IWP | $22,688,225 | 193,437 | Shares | Other | 2024-11-12 | |
| 2024-06-30 IWP | $20,492,766 | 185,707 | Shares | Other | 2024-08-13 | |
| 2024-03-31 IWP | $15,721,415 | 137,738 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 IWP | $10,113,294 | 96,815 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 IWP | $36,697,578 | 401,725 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 IWP | $4,691,193 | 48,548 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 IWP | $4,614,414 | 50,680 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 IWP | $2,749,102 | 32,884 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||