B. RILEY WEALTH ADVISORS, INC. – iShares Core S&P 500 ETF Transaction History
B. RILEY WEALTH ADVISORS, INC. portfolio value:
$73.56M
portfolio value
B. RILEY WEALTH ADVISORS, INC. quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +28.90% | 45.98K shares | 13.23M | $358.65 | 205.1K |
| Q2 2022 | share | Decrease | -15.34% | -28.83K shares | -24.94M | $379.15 | 159.11K |
| Q1 2022 | share | Decrease | -3.65% | -7.11K shares | -7.77M | $453.69 | 187.95K |
| Q4 2021 | share | Increase | +24.98% | 38.99K shares | 25.80M | $478.18 | 195.07K |
| Q3 2021 | share | Increase | +16.34% | 21.92K shares | 9.58M | $430.82 | 156.08K |
| Q2 2021 | share | Increase | +4.67% | 5.98K shares | 6.68M | $428.29 | 134.15K |
| Q1 2021 | share | Increase | +95.73% | 62.68K shares | 26.39M | $395.17 | 128.17K |
| Q4 2020 | share | Decrease | -27.48% | -24.81K shares | -5.67M | $371.65 | 65.48K |
| Q3 2020 | share | Increase | +40.72% | 26.12K shares | 10.38M | $331.25 | 90.3K |
| Q2 2020 | share | Decrease | -33.87% | -32.86K shares | -5.20M | $303.84 | 64.17K |
| Q1 2020 | share | Increase | +49.36% | 32.07K shares | 4.07M | $252.48 | 97.03K |
| Q4 2019 | share | Increase | +31.51% | 15.56K shares | 6.25M | $313.89 | 64.96K |
| Q3 2019 | share | Increase | +115.54% | 26.48K shares | 7.99M | $288.05 | 49.4K |
| Q2 2019 | share | Increase | +7.63% | 1.62K shares | 696K | $283 | 22.91K |
| Q1 2019 | share | Increase | +13.82% | 2.58K shares | 1.35M | $271.55 | 21.29K |
| Q4 2018 | share | Increase | +173.92% | 11.87K shares | 2.70M | $239.15 | 18.70K |
| Q3 2018 | share | Increase | +35.19% | 1.77K shares | 620K | $276.32 | 6.83K |
| Q2 2018 | share | Increase | +41.87% | 1.49K shares | 435K | $256.62 | 5.05K |
| Q1 2018 | share | Increase | +54.42% | 1.25K shares | 325K | $248.24 | 3.56K |
| Q4 2017 | share | Decrease | -1.28% | -30 shares | 29K | $250.34 | 2.30K |
| Q3 2017 | share | Increase | +69.03% | 954 shares | 254K | $234.4 | 2.33K |
| Q2 2017 | share | Increase | +23.61% | 264 shares | 71K | $224.43 | 1.38K |
| Q1 2017 | share | Increase | 0.00% | 1.11K shares | 266K | $217.77 | 1.11K |
| Q2 2016 | share | Decrease | -100.00% | -2.75K shares | -568K | $190.29 | 0 |
| Q1 2016 | share | Decrease | -69.49% | -6.26K shares | -1.27M | $185.92 | 2.75K |