Corient Private Wealth LLC
Position in SUSL — iShares ESG MSCI USA Leaders ETF
CIK 1948780
MIAMI, FL
All Filings in SUSL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SUSL | $918,964 | 6,922 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 SUSL | $2,159,138 | 19,006 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SUSL | $2,317,150 | 19,108 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 SUSL | $3,115,360 | 26,617 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SUSL | $2,557,276 | 23,602 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 SUSL | $2,217,522 | 23,145 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 SUSL | $2,572,599 | 24,967 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SUSL | $2,693,731 | 26,534 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 SUSL | $2,605,375 | 26,741 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 SUSL | $2,686,268 | 28,623 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 SUSL | $2,506,845 | 29,709 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 SUSL | $2,210,116 | 29,308 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 SUSL | $2,190,598 | 28,295 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 SUSL | $1,941,336 | 27,243 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 SUSL | $1,399,339 | 21,103 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||