Corient Private Wealth LLC IWD Holdings History
Corient Private Wealth LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Corient Private Wealth LLC held 1.59 Mil shares of iShares Russell 1000 Value ETF(IWD), totaling $299.44 Mil. This investment constitutes 0.49% of their stock portfolio, and Corient Private Wealth LLC now holds 0.48% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2022Q4. And since then Corient Private Wealth LLC has made 4 purchases of IWD, at an average price of $174.18, for a total of 1.97 Mil shares. In addition, there have been 5 sales at an average price of $155.11 for 376,471.00 shares. Based on historical transaction data and IWD's current price of $199.03, Corient Private Wealth LLC's estimated gain on his IWD holdings is $32.37 Mil, reflecting a 9.44% gain to date.
Corient Private Wealth LLC IWD ($199.03) Holding Chart
Corient Private Wealth LLC IWD ($199.03) 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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