Corient Private Wealth LLC

Position in IDU — iShares U.S. Utilities ETF

CIK 1948780 MIAMI, FL

Back to IDU Full portfolio

All Filings in IDU

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 IDU	$2,316,497	20,212	-4.2%	Shares	Sole	2026-08-27
2026-03-31 IDU	$2,450,385	21,104	-1.5%	Shares	Sole	2026-05-15
2025-12-31 IDU	$2,322,479	21,433	+940.4%	Shares	Sole	2026-03-09
2025-09-30 IDU	$228,454	2,060	-90.8%	Shares	Sole	2025-11-14
2025-06-30 IDU	$2,347,596	22,450	-3.5%	Shares	Sole	2025-09-26
2025-03-31 IDU	$2,360,550	23,275	+5.2%	Shares	Sole	2025-05-14
2024-12-31 IDU	$2,127,972	22,118	-8.3%	Shares	Sole	2025-02-10
2024-09-30 IDU	$2,461,844	24,131	-4.5%	Shares	Sole	2024-11-12
2024-06-30 IDU	$2,220,815	25,271	-5.1%	Shares	Sole	2024-08-13
2024-03-31 IDU	$2,249,753	26,618	+6.0%	Shares	Sole	2024-05-09
2023-12-31 IDU	$2,006,402	25,102	-6.2%	Shares	Sole	2024-02-09
2023-09-30 IDU	$1,968,780	26,757	-24.2%	Shares	Sole	2023-11-03
2023-06-30 IDU	$2,883,976	35,278	+4.2%	Shares	Sole	2023-08-10
2023-03-31 IDU	$2,834,755	33,864	+42.5%	Shares	Sole	2023-05-15
2022-12-31 IDU	$2,055,844	23,756	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.