Corient Private Wealth LLC
Position in XVV — iShares ESG Select Screened S&P 500 ETF
CIK 1948780
MIAMI, FL
All Filings in XVV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 XVV | $375,268 | 6,608 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 XVV | $324,950 | 6,602 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 XVV | $347,556 | 6,595 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 XVV | $339,368 | 6,587 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 XVV | $313,793 | 6,580 | Shares | Sole | 2025-09-26 | |
| No filing history on record for this holder in this stock. | ||||||