ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

B. Riley Wealth Advisors, Inc.'s Holding History (CIK: 0001464811)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 60,421 Value ($000) $41,384 Avg Close — Range —
Q3 2025
Shares 62,071 Value ($000) $41,544 Avg Close — Range —
Q2 2025
Shares 59,254 Value ($000) $36,791 Avg Close — Range —
Q4 2024
Shares 119,684 Value ($000) $70,456 Avg Close — Range —
Q3 2024
Shares 205,338 Value ($000) $117,571 Avg Close — Range —
Q2 2024
Shares 213,006 Value ($000) $116,564 Avg Close — Range —
Q1 2024
Shares 264,663 Value ($000) $114,178 Avg Close — Range —
Q4 2023
Shares 245,368 Value ($000) $117,195 Avg Close — Range —
Q3 2023
Shares 264,663 Value ($000) $114,178 Avg Close — Range —
Q2 2023
Shares 249,438 Value ($000) $111,177 Avg Close — Range —
Q1 2023
Shares 211,115 Value ($000) $86,785 Avg Close — Range —
Q4 2022
Shares 196,242 Value ($000) $75,398 Avg Close — Range —
Q3 2022
Shares 205,100 Value ($000) $73,560 Avg Close — Range —
Q2 2022
Shares 159,117 Value ($000) $60,329 Avg Close — Range —
Q1 2022
Shares 187,953 Value ($000) $85,273 Avg Close — Range —
Q4 2021
Shares 195,072 Value ($000) $93,047 Avg Close — Range —
Q3 2021
Shares 156,080 Value ($000) $67,243 Avg Close — Range —
Q2 2021
Shares 134,156 Value ($000) $57,662 Avg Close — Range —
Q1 2021
Shares 128,173 Value ($000) $50,980 Avg Close — Range —
Q4 2020
Shares 65,484 Value ($000) $24,583 Avg Close — Range —
Q3 2020
Shares 90,300 Value ($000) $30,259 Avg Close — Range —
Q2 2020
Shares 64,171 Value ($000) $19,874 Avg Close — Range —
Q1 2020
Shares 97,037 Value ($000) $25,075 Avg Close — Range —
Q4 2019
Shares 64,967 Value ($000) $21,000 Avg Close — Range —
Q3 2019
Shares 49,400 Value ($000) $14,748 Avg Close — Range —
Q2 2019
Shares 22,919 Value ($000) $6,756 Avg Close — Range —
Q1 2019
Shares 21,294 Value ($000) $6,060 Avg Close — Range —
Q4 2018
Shares 18,709 Value ($000) $4,708 Avg Close — Range —
Q3 2018
Shares 6,830 Value ($000) $2,000 Avg Close — Range —
Q2 2018
Shares 5,052 Value ($000) $1,380 Avg Close — Range —
Q1 2018
Shares 3,561 Value ($000) $945 Avg Close — Range —
Q4 2017
Shares 2,306 Value ($000) $620 Avg Close — Range —
Q3 2017
Shares 2,336 Value ($000) $591 Avg Close — Range —
Q2 2017
Shares 1,382 Value ($000) $337 Avg Close — Range —
Q1 2017
Shares 1,118 Value ($000) $266 Avg Close — Range —
Q1 2016
Shares 2,750 Value ($000) $568 Avg Close — Range —
Q4 2015
Shares 9,012 Value ($000) $1,847 Avg Close — Range —
Q3 2015
Shares 4,100 Value ($000) $790 Avg Close — Range —
Q2 2015
Shares 3,471 Value ($000) $721 Avg Close — Range —
Q1 2015
Shares 6,329 Value ($000) $1,316 Avg Close — Range —
Q4 2014
Shares 7,480 Value ($000) $1,547 Avg Close — Range —
Q3 2014
Shares 8,351 Value ($000) $1,656 Avg Close — Range —
Q2 2014
Shares 21,668 Value ($000) $2,252,889 Avg Close — Range —
Q1 2014
Shares 28,255 Value ($000) $5,316 Avg Close — Range —
Q4 2013
Shares 30,783 Value ($000) $5,715 Avg Close — Range —
Q2 2013
Shares 39,298 Value ($000) $6,322 Avg Close — Range —