ISHARES TR

Ticker: VLUE CUSIP: 46432F388 Class: ETF-EQUITY

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

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

Q4 2025
Shares 4,773 Value ($000) $653 Avg Close — Range —
Q3 2025
Shares 4,775 Value ($000) $597 Avg Close — Range —
Q2 2025
Shares 4,775 Value ($000) $541 Avg Close — Range —
Q4 2024
Shares 11,059 Value ($000) $1,168 Avg Close — Range —
Q3 2024
Shares 13,321 Value ($000) $1,448 Avg Close — Range —
Q2 2024
Shares 13,487 Value ($000) $1,395 Avg Close — Range —
Q1 2024
Shares 14,791 Value ($000) $1,352 Avg Close — Range —
Q4 2023
Shares 14,191 Value ($000) $1,436 Avg Close — Range —
Q3 2023
Shares 14,791 Value ($000) $1,352 Avg Close — Range —
Q2 2023
Shares 16,209 Value ($000) $1,520 Avg Close — Range —
Q1 2023
Shares 16,034 Value ($000) $1,485 Avg Close — Range —
Q4 2022
Shares 20,849 Value ($000) $1,900 Avg Close — Range —
Q3 2022
Shares 20,076 Value ($000) $1,644 Avg Close — Range —
Q2 2022
Shares 27,068 Value ($000) $2,451 Avg Close — Range —
Q1 2022
Shares 55,719 Value ($000) $5,827 Avg Close — Range —
Q4 2021
Shares 101,473 Value ($000) $11,109 Avg Close — Range —
Q3 2021
Shares 109,009 Value ($000) $10,978 Avg Close — Range —
Q2 2021
Shares 101,076 Value ($000) $10,620 Avg Close — Range —
Q1 2021
Shares 93,991 Value ($000) $9,632 Avg Close — Range —
Q4 2020
Shares 87,432 Value ($000) $7,600 Avg Close — Range —
Q3 2020
Shares 84,204 Value ($000) $6,212 Avg Close — Range —
Q2 2020
Shares 72,017 Value ($000) $5,206 Avg Close — Range —
Q1 2020
Shares 35,709 Value ($000) $2,250 Avg Close — Range —
Q4 2019
Shares 34,913 Value ($000) $3,133 Avg Close — Range —
Q3 2019
Shares 35,815 Value ($000) $2,939 Avg Close — Range —
Q2 2019
Shares 36,215 Value ($000) $2,941 Avg Close — Range —
Q1 2019
Shares 71,963 Value ($000) $5,748 Avg Close — Range —
Q4 2018
Shares 57,990 Value ($000) $4,209 Avg Close — Range —
Q3 2018
Shares 74,223 Value ($000) $6,522 Avg Close — Range —
Q2 2018
Shares 73,093 Value ($000) $6,039 Avg Close — Range —
Q1 2018
Shares 38,004 Value ($000) $3,118 Avg Close — Range —
Q4 2017
Shares 37,277 Value ($000) $3,118 Avg Close — Range —
Q3 2017
Shares 31,712 Value ($000) $2,453 Avg Close — Range —
Q2 2017
Shares 23,492 Value ($000) $1,730 Avg Close — Range —
Q1 2017
Shares 10,656 Value ($000) $780 Avg Close — Range —
Q4 2016
Shares 10,180 Value ($000) $716 Avg Close — Range —
Q3 2016
Shares 9,740 Value ($000) $636 Avg Close — Range —
Q2 2016
Shares 8,926 Value ($000) $551 Avg Close — Range —
Q1 2016
Shares 5,820 Value ($000) $357 Avg Close — Range —
Q4 2015
Shares 3,564 Value ($000) $222 Avg Close — Range —
Q2 2014
Shares 183 Value ($000) $11,564 Avg Close — Range —