Corient Private Wealth LLC's ownership history for IWM

Corient Private Wealth LLC currently holds 548.4K shares with a market value of $132.7M. It started holding IWM on 2024-09-30. At its peak, it held 989.5K shares on 2025-03-31. Its highest holding value was $399.5M on 2025-06-30. At its lowest, it held 336.3K shares on 2024-12-31, with a value of $67.4M on 2024-12-31. In the recent 180 days, Corient Private Wealth LLC has decreased its shares by 441.1K. In the recent year, Corient Private Wealth LLC has increased its shares by 174.1K.

It has also owned 25 contracts of puts, with the market value of the underlying securities totaling $604.9K on 2025-06-30. At its peak, it held 80 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $604.9K on 2025-09-30. At its lowest, it held 25 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $3.5K on 2025-06-30.