Corient Private Wealth LLC IVV Holdings History
Corient Private Wealth LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Corient Private Wealth LLC held 5.15 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $2.89 Bil. This investment constitutes 4.72% of their stock portfolio, and Corient Private Wealth LLC now holds 0.52% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2022Q4. And since then Corient Private Wealth LLC has made 6 purchases of IVV, at an average price of $530.16, for a total of 5.78 Mil shares. In addition, there have been 3 sales at an average price of $513.23 for 635,242.00 shares. Based on historical transaction data and IVV's current price of $637.33, Corient Private Wealth LLC's estimated gain on his IVV holdings is $540.98 Mil, reflecting a 17.64% gain to date.
Corient Private Wealth LLC IVV ($637.33) Holding Chart
Corient Private Wealth LLC IVV ($637.33) 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 % | |||
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