Corient Private Wealth LLC
Position in SUSA — iShares ESG Optimized MSCI USA ETF
CIK 1948780
MIAMI, FL
All Filings in SUSA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SUSA | $1,765,192 | 11,440 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 SUSA | $1,868,554 | 14,145 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SUSA | $2,251,338 | 16,156 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 SUSA | $2,146,796 | 15,826 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SUSA | $1,792,878 | 14,145 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 SUSA | $1,821,493 | 15,857 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 SUSA | $2,521,411 | 20,737 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SUSA | $2,866,130 | 23,811 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 SUSA | $1,974,003 | 17,567 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 SUSA | $1,917,352 | 17,563 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 SUSA | $1,783,248 | 17,742 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 SUSA | $1,542,625 | 17,146 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 SUSA | $1,597,498 | 17,060 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 SUSA | $1,509,995 | 17,204 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 SUSA | $829,703 | 10,079 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||