Corient Private Wealth LLC
Position in NEAR — iShares Short Duration Bond Active ETF
CIK 1948780
MIAMI, FL
All Filings in NEAR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 NEAR | $1,017,556 | 20,086 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 NEAR | $19,433 | 263,390 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 NEAR | $13,453,148 | 263,271 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 NEAR | $13,501,357 | 263,287 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 NEAR | $15,659,748 | 306,453 | Shares | Sole | 2025-09-26 | |
| 2024-12-31 NEAR | $139,223 | 344,302 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 NEAR | $21,089,717 | 411,587 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 NEAR | $27,223,295 | 540,896 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 NEAR | $29,403,496 | 582,709 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 NEAR | $29,095,175 | 575,914 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 NEAR | $24,242,848 | 485,926 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 NEAR | $25,388,324 | 510,626 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 NEAR | $25,312,665 | 510,336 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 NEAR | $25,144,254 | 510,336 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||