Corient Private Wealth LLC

Position in IYE — iShares U.S. Energy ETF

CIK 1948780 MIAMI, FL

Back to IYE Full portfolio

All Filings in IYE

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 IYE	$2,011,661	35,548	-10.4%	Shares	Sole	2026-08-27
2026-03-31 IYE	$2,570,138	39,681	-1.8%	Shares	Sole	2026-05-15
2025-12-31 IYE	$1,919,736	40,390	-26.6%	Shares	Sole	2026-03-09
2025-09-30 IYE	$2,616,213	55,055	-19.3%	Shares	Sole	2025-11-14
2025-06-30 IYE	$3,086,219	68,249	+242.3%	Shares	Sole	2025-09-26
2025-03-31 IYE	$983,091	19,941	-59.6%	Shares	Sole	2025-05-14
2024-12-31 IYE	$2,248,469	49,341	-14.9%	Shares	Sole	2025-02-10
2024-09-30 IYE	$2,687,210	57,989	-5.2%	Shares	Sole	2024-11-12
2024-06-30 IYE	$2,937,504	61,198	-7.9%	Shares	Sole	2024-08-13
2024-03-31 IYE	$3,282,037	66,438	-2.1%	Shares	Sole	2024-05-09
2023-12-31 IYE	$2,993,012	67,838	-6.6%	Shares	Sole	2024-02-09
2023-09-30 IYE	$3,443,512	72,602	+1.5%	Shares	Sole	2023-11-03
2023-06-30 IYE	$3,063,274	71,505	+3.0%	Shares	Sole	2023-08-10
2023-03-31 IYE	$3,036,250	69,400	+17.3%	Shares	Sole	2023-05-15
2022-12-31 IYE	$2,750,906	59,172	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.