Corient Private Wealth LLC
Position in IMCV — iShares Morningstar Mid-Cap Value ETF
CIK 1948780
MIAMI, FL
All Filings in IMCV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 IMCV | $1,481,909 | 16,217 | Shares | Sole | 2026-08-27 | |
| 2023-03-31 IMCV | $3,546,775 | 57,317 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 IMCV | $3,744,531 | 60,347 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||