ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 35,039 Value ($000) $7,431 Avg Close Range
Q3 2025
Shares 28,013 Value ($000) $5,785 Avg Close Range
Q2 2025
Shares 27,679 Value ($000) $5,409 Avg Close Range
Q4 2024
Shares 45,784 Value ($000) $8,739 Avg Close Range
Q3 2024
Shares 65,496 Value ($000) $12,829 Avg Close Range
Q2 2024
Shares 66,884 Value ($000) $12,174 Avg Close Range
Q1 2024
Shares 45,343 Value ($000) $7,014 Avg Close Range
Q4 2023
Shares 30,955 Value ($000) $5,383 Avg Close Range
Q3 2023
Shares 45,343 Value ($000) $7,014 Avg Close Range
Q2 2023
Shares 46,765 Value ($000) $7,538 Avg Close Range
Q1 2023
Shares 47,394 Value ($000) $7,192 Avg Close Range
Q4 2022
Shares 72,026 Value ($000) $10,449 Avg Close Range
Q3 2022
Shares 70,848 Value ($000) $9,106 Avg Close Range
Q2 2022
Shares 57,761 Value ($000) $7,940 Avg Close Range
Q1 2022
Shares 49,917 Value ($000) $7,774 Avg Close Range
Q4 2021
Shares 52,264 Value ($000) $8,187 Avg Close Range
Q3 2021
Shares 54,784 Value ($000) $7,967 Avg Close Range
Q2 2021
Shares 50,326 Value ($000) $7,431 Avg Close Range
Q1 2021
Shares 50,104 Value ($000) $7,077 Avg Close Range
Q4 2020
Shares 23,922 Value ($000) $3,063 Avg Close Range
Q3 2020
Shares 36,552 Value ($000) $4,094 Avg Close Range
Q2 2020
Shares 30,905 Value ($000) $3,345 Avg Close Range
Q1 2020
Shares 26,740 Value ($000) $2,574 Avg Close Range
Q4 2019
Shares 20,635 Value ($000) $2,685 Avg Close Range
Q3 2019
Shares 15,963 Value ($000) $1,902 Avg Close Range
Q2 2019
Shares 12,529 Value ($000) $1,461 Avg Close Range
Q1 2019
Shares 10,685 Value ($000) $1,205 Avg Close Range
Q4 2018
Shares 12,703 Value ($000) $1,285 Avg Close Range
Q3 2018
Shares 14,587 Value ($000) $1,690 Avg Close Range
Q2 2018
Shares 15,966 Value ($000) $1,759 Avg Close Range
Q1 2018
Shares 15,208 Value ($000) $1,664 Avg Close Range
Q4 2017
Shares 14,990 Value ($000) $1,714 Avg Close Range
Q3 2017
Shares 13,628 Value ($000) $1,471 Avg Close Range
Q2 2017
Shares 13,150 Value ($000) $1,381 Avg Close Range
Q1 2017
Shares 11,894 Value ($000) $1,239 Avg Close Range
Q4 2016
Shares 9,488 Value ($000) $963 Avg Close Range
Q3 2016
Shares 9,439 Value ($000) $897 Avg Close Range
Q2 2016
Shares 8,873 Value ($000) $826 Avg Close Range
Q1 2016
Shares 6,837 Value ($000) $615 Avg Close Range
Q4 2015
Shares 6,376 Value ($000) $565 Avg Close Range
Q3 2015
Shares 3,500 Value ($000) $295 Avg Close Range
Q2 2015
Shares 2,880 Value ($000) $266 Avg Close Range
Q1 2015
Shares 4,260 Value ($000) $394 Avg Close Range
Q4 2014
Shares 4,381 Value ($000) $411 Avg Close Range
Q3 2014
Shares 3,160 Value ($000) $285 Avg Close Range
Q2 2014
Shares 4,791 Value ($000) $193,484 Avg Close Range
Q1 2014
Shares 4,206 Value ($000) $365 Avg Close Range
Q4 2013
Shares 1,815 Value ($000) $155 Avg Close Range
Q2 2013
Shares 2,867 Value ($000) $217 Avg Close Range