B. RILEY WEALTH ADVISORS, INC. – iShares Core U.S. Aggregate Bond ETF Transaction History
B. RILEY WEALTH ADVISORS, INC. portfolio value:
$3.77M
portfolio value
B. RILEY WEALTH ADVISORS, INC. quarter portfolio value change:
-5.25%
quarter
iShares Core U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +27.48% | 8.44K shares | 649K | $96.34 | 39.15K |
| Q2 2022 | share | Decrease | -1.00% | -310 shares | -199K | $101.68 | 30.71K |
| Q1 2022 | share | Increase | +10.28% | 2.89K shares | 113K | $107.1 | 31.02K |
| Q4 2021 | share | Decrease | -17.15% | -5.82K shares | -690K | $114.12 | 28.13K |
| Q3 2021 | share | Decrease | -43.69% | -26.35K shares | -3.05M | $114.31 | 33.95K |
| Q2 2021 | share | Decrease | -13.71% | -9.58K shares | -1.00M | $114.32 | 60.31K |
| Q1 2021 | share | Increase | +116.12% | 37.55K shares | 4.13M | $112.33 | 69.89K |
| Q4 2020 | share | Decrease | -26.04% | -11.38K shares | -1.34M | $116.25 | 32.34K |
| Q3 2020 | share | Increase | +7.57% | 3.07K shares | 359K | $115.41 | 43.72K |
| Q2 2020 | share | Increase | +6.20% | 2.37K shares | 389K | $114.95 | 40.64K |
| Q1 2020 | share | Increase | +38.48% | 10.63K shares | 1.31M | $111.52 | 38.27K |
| Q4 2019 | share | Increase | +30.36% | 6.43K shares | 706K | $108.17 | 27.63K |
| Q3 2019 | share | Increase | +35.95% | 5.60K shares | 663K | $108.03 | 21.20K |
| Q2 2019 | share | Increase | +9.13% | 1.30K shares | 177K | $105.56 | 15.59K |
| Q1 2019 | share | Decrease | -12.73% | -2.08K shares | -185K | $102.66 | 14.29K |
| Q4 2018 | share | Decrease | -10.96% | -2.01K shares | -197K | $99.73 | 16.37K |
| Q3 2018 | share | Decrease | -13.07% | -2.76K shares | -308K | $97.92 | 18.38K |
| Q2 2018 | share | Increase | +14.96% | 2.75K shares | 276K | $98 | 21.15K |
| Q1 2018 | share | Increase | +1.67% | 302 shares | -6K | $98.18 | 18.4K |
| Q4 2017 | share | Increase | +13.42% | 2.14K shares | 230K | $99.64 | 18.09K |
| Q3 2017 | share | Increase | +30.24% | 3.70K shares | 407K | $99.22 | 15.95K |
| Q2 2017 | share | Increase | +19.70% | 2.01K shares | 232K | $98.53 | 12.25K |
| Q1 2017 | share | Increase | +5.99% | 578 shares | 65K | $96.99 | 10.23K |
| Q4 2016 | share | Increase | +6.24% | 567 shares | 23K | $96.22 | 9.65K |
| Q3 2016 | share | Increase | +33.30% | 2.27K shares | 254K | $99.31 | 9.09K |
| Q2 2016 | share | Increase | +49.15% | 2.24K shares | 262K | $98.93 | 6.81K |
| Q1 2016 | share | Increase | +8.86% | 372 shares | 53K | $96.79 | 4.57K |