Question 1

How many shares of IVV does Corient Private Wealth LLC own?

Accepted Answer

As of 2026-Q1, Corient Private Wealth LLC holds 4.6M shares of IVV (ISHARES TR).

Question 2

What is Corient Private Wealth LLC's IVV position worth?

Accepted Answer

As of 2026-Q1, Corient Private Wealth LLC's IVV position is worth $2.8B.

Question 3

Is Corient Private Wealth LLC buying or selling IVV?

Accepted Answer

In 2026-Q1, Corient Private Wealth LLC decreased their IVV position (-73.8% change in shares).

Question 4

When did Corient Private Wealth LLC first buy IVV?

Accepted Answer

Based on available 13F filings, Corient Private Wealth LLC first reported a position in IVV in 2026-Q1. They have held the position across 14 quarters.