Corient Private Wealth LLC IWF Holdings History
Corient Private Wealth LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Corient Private Wealth LLC held 1.51 Mil shares of iShares Russell 1000 Growth ETF(IWF), totaling $546.41 Mil. This investment constitutes 0.89% of their stock portfolio, and Corient Private Wealth LLC now holds 0.57% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2022Q4. And since then Corient Private Wealth LLC has made 4 purchases of IWF, at an average price of $280.96, for a total of 2.43 Mil shares. In addition, there have been 5 sales at an average price of $253.18 for 919,995.00 shares. Based on historical transaction data and IWF's current price of $436.59, Corient Private Wealth LLC's estimated gain on his IWF holdings is $209.93 Mil, reflecting a 30.71% gain to date.
Corient Private Wealth LLC IWF ($436.59) Holding Chart
Corient Private Wealth LLC IWF ($436.59) 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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