Corient Private Wealth LLC
Position in IYG — iShares U.S. Financial Services ETF
CIK 1948780
MIAMI, FL
All Filings in IYG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 IYG | $214,504 | 2,371 | Shares | Sole | 2026-08-27 | |
| 2025-12-31 IYG | $242,433 | 2,628 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 IYG | $227,506 | 2,538 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IYG | $219,392 | 2,563 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 IYG | $244,369 | 3,111 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 IYG | $290,231 | 3,730 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 IYG | $262,560 | 3,697 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 IYG | $202,672 | 3,108 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 IYG | $206,060 | 3,108 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||