Corient Private Wealth LLC's ownership history for IVW

Corient Private Wealth LLC currently holds 304.1K shares with a market value of $36.7M. It started holding IVW on 2024-09-30. At its peak, it held 509.8K shares on 2025-03-31. Its highest holding value was $47.3M on 2025-03-31. At its lowest, it held 269.2K shares on 2024-12-31, with a value of $24.4M on 2024-12-31. In the recent 180 days, Corient Private Wealth LLC has decreased its shares by 205.7K. In the recent year, Corient Private Wealth LLC has increased its shares by 19.5K.

It has also owned 3.7K contracts of puts, with the market value of the underlying securities totaling $35.1M on 2024-09-30. At its peak, it held 3.7K contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $35.1M on 2024-09-30. At its lowest, it held 3.7K contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $35.1M on 2024-09-30.