Corient Private Wealth LLC
Position in IMCG — iShares Morningstar Mid-Cap Growth ETF
CIK 1948780
MIAMI, FL
All Filings in IMCG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 IMCG | $847,051 | 8,617 | Shares | Sole | 2026-08-27 | |
| 2025-06-30 IMCG | $831,022 | 10,358 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 IMCG | $791,872 | 11,086 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 IMCG | $1,120,940 | 14,841 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 IMCG | $1,765,582 | 24,196 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 IMCG | $3,541,699 | 52,276 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 IMCG | $3,721,584 | 52,654 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 IMCG | $3,351,077 | 51,995 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 IMCG | $2,337,245 | 40,911 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 IMCG | $2,450,031 | 40,204 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 IMCG | $2,445,379 | 42,484 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 IMCG | $354,465 | 44,775 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||