Corient Private Wealth LLC
Position in SHV — iShares 0-1 Year Treasury Bond ETF
CIK 1948780
MIAMI, FL
All Filings in SHV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SHV | $4,460,015 | 40,417 | Shares | Sole | 2026-08-27 | |
| 2024-09-30 SHV | $28,899,653 | 261,228 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 SHV | $7,864,837 | 71,175 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 SHV | $7,390,704 | 66,860 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 SHV | $7,386,969 | 67,075 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 SHV | $8,203,723 | 74,262 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 SHV | $7,121,484 | 64,477 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 SHV | $8,489,273 | 76,826 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 SHV | $6,768,104 | 61,573 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||