Number of Shares
4.92 Mil
Current Holdings Value*
$287.04 Mil
% of Portfolio
0.47%
Total Estimate Gain
$39.51 Mil
% of Total Estimate Gain
12.08%

Corient Private Wealth LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Corient Private Wealth LLC held 4.92 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $287.04 Mil. This investment constitutes 0.47% of their stock portfolio, and Corient Private Wealth LLC now holds 0.32% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2022Q4. And since then Corient Private Wealth LLC has made 8 purchases of IJH, at an average price of $56.91, for a total of 5.75 Mil shares. In addition, there have been 1 sales at an average price of $63.23 for 828,850.00 shares. Based on historical transaction data and IJH's current price of $63.88, Corient Private Wealth LLC's estimated gain on his IJH holdings is $39.51 Mil, reflecting a 12.08% gain to date.

Corient Private Wealth LLC IJH ($63.88) Holding Chart

Corient Private Wealth LLC IJH ($63.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1