ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

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

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

Q4 2025
Shares 4,801 Value ($000) $715 Avg Close Range
Q3 2025
Shares 4,804 Value ($000) $699 Avg Close Range
Q2 2025
Shares 4,771 Value ($000) $645 Avg Close Range
Q4 2024
Shares 14,166 Value ($000) $1,825 Avg Close Range
Q3 2024
Shares 31,132 Value ($000) $3,901 Avg Close Range
Q2 2024
Shares 32,053 Value ($000) $3,825 Avg Close Range
Q1 2024
Shares 87,574 Value ($000) $8,259 Avg Close Range
Q4 2023
Shares 68,690 Value ($000) $7,207 Avg Close Range
Q3 2023
Shares 87,574 Value ($000) $8,259 Avg Close Range
Q2 2023
Shares 114,281 Value ($000) $11,138 Avg Close Range
Q1 2023
Shares 116,631 Value ($000) $10,549 Avg Close Range
Q4 2022
Shares 274,702 Value ($000) $23,281 Avg Close Range
Q3 2022
Shares 303,051 Value ($000) $24,066 Avg Close Range
Q2 2022
Shares 316,108 Value ($000) $26,522 Avg Close Range
Q1 2022
Shares 323,573 Value ($000) $32,795 Avg Close Range
Q4 2021
Shares 295,075 Value ($000) $31,839 Avg Close Range
Q3 2021
Shares 271,522 Value ($000) $26,735 Avg Close Range
Q2 2021
Shares 214,520 Value ($000) $21,124 Avg Close Range
Q1 2021
Shares 211,398 Value ($000) $19,210 Avg Close Range
Q4 2020
Shares 174,443 Value ($000) $15,008 Avg Close Range
Q3 2020
Shares 131,740 Value ($000) $10,009 Avg Close Range
Q2 2020
Shares 118,062 Value ($000) $8,264 Avg Close Range
Q1 2020
Shares 61,743 Value ($000) $3,550 Avg Close Range