Corient Private Wealth LLC
Position in AOK — iShares Core 30/70 Conservative Allocation ETF
CIK 1948780
MIAMI, FL
All Filings in AOK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 AOK | $1,246,474 | 30,050 | Shares | Sole | 2026-08-27 | |
| 2023-09-30 AOK | $935,869 | 27,558 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 AOK | $973,046 | 27,612 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 AOK | $963,043 | 27,547 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 AOK | $1,940,406 | 57,733 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||