Corient Private Wealth LLC
Position in SMMV — iShares MSCI USA Small-Cap Min Vol Factor ETF
CIK 1948780
MIAMI, FL
All Filings in SMMV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SMMV | $568,363 | 12,345 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 SMMV | $538,364 | 12,343 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SMMV | $391,833 | 9,043 | Shares | Sole | 2026-03-09 | |
| 2025-06-30 SMMV | $379,896 | 9,043 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 SMMV | $374,832 | 9,043 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 SMMV | $374,922 | 9,043 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SMMV | $406,286 | 9,958 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 SMMV | $376,940 | 10,107 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||