Number of Shares
5.15 Mil
Current Holdings Value*
$2.89 Bil
% of Portfolio
4.72%
Total Estimate Gain
$540.98 Mil
% of Total Estimate Gain
17.64%

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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