Corient Private Wealth LLC
Position in XJH — iShares ESG Select Screened S&P Mid-Cap ETF
CIK 1948780
MIAMI, FL
All Filings in XJH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 XJH | $1,448,309 | 27,772 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 XJH | $1,178,304 | 25,971 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 XJH | $1,193,673 | 26,734 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 XJH | $1,200,569 | 27,379 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 XJH | $955,330 | 23,020 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 XJH | $841,489 | 21,538 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 XJH | $966,871 | 23,111 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 XJH | $791,396 | 18,714 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 XJH | $562,250 | 14,209 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 XJH | $548,910 | 13,362 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||