B. RILEY WEALTH ADVISORS, INC. – iShares Core S&P Mid-Cap ETF Transaction History
B. RILEY WEALTH ADVISORS, INC. portfolio value:
$4.59M
portfolio value
B. RILEY WEALTH ADVISORS, INC. quarter portfolio value change:
-3.08%
quarter
iShares Core S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +44.00% | 6.40K shares | 1.30M | $219.26 | 20.96K |
| Q2 2022 | share | Decrease | -0.72% | -106 shares | -642K | $226.23 | 14.56K |
| Q1 2022 | share | Decrease | -23.62% | -4.53K shares | -1.49M | $268.34 | 14.66K |
| Q4 2021 | share | Increase | +1.49% | 282 shares | 449K | $282.78 | 19.20K |
| Q3 2021 | share | Increase | +3.52% | 643 shares | 90K | $263.07 | 18.92K |
| Q2 2021 | share | Decrease | -47.38% | -16.45K shares | -4.09M | $267.76 | 18.27K |
| Q1 2021 | share | Increase | +235.50% | 24.38K shares | 6.60M | $258.63 | 34.73K |
| Q4 2020 | share | Increase | +1.73% | 176 shares | 517K | $227.78 | 10.35K |
| Q3 2020 | share | Increase | +39.47% | 2.88K shares | 565K | $183.12 | 10.17K |
| Q2 2020 | share | Decrease | -10.78% | -882 shares | 120K | $174.9 | 7.29K |
| Q1 2020 | share | Decrease | -56.58% | -10.66K shares | -2.7M | $140.98 | 8.17K |
| Q4 2019 | share | Increase | +96.79% | 9.26K shares | 2.02M | $200.54 | 18.83K |
| Q3 2019 | share | Increase | +1.51% | 142 shares | 17K | $187.44 | 9.57K |
| Q2 2019 | share | Decrease | -32.29% | -4.49K shares | -807K | $187.6 | 9.43K |
| Q1 2019 | share | Increase | +13.02% | 1.60K shares | 592K | $182.06 | 13.92K |
| Q4 2018 | share | Decrease | -38.34% | -7.66K shares | -1.97M | $159.03 | 12.32K |
| Q3 2018 | share | Increase | +76.91% | 8.68K shares | 1.82M | $192.24 | 19.98K |
| Q2 2018 | share | Increase | +5.55% | 594 shares | 193K | $185.25 | 11.29K |
| Q1 2018 | share | Decrease | -15.03% | -1.89K shares | -384K | $177.62 | 10.70K |
| Q4 2017 | share | Increase | +15.30% | 1.67K shares | 437K | $179.04 | 12.59K |
| Q3 2017 | share | Increase | +20.68% | 1.87K shares | 379K | $168.34 | 10.92K |
| Q2 2017 | share | Decrease | -6.20% | -598 shares | -77K | $163.1 | 9.05K |
| Q1 2017 | share | Decrease | -12.60% | -1.39K shares | -174K | $159.98 | 9.65K |
| Q4 2016 | share | Decrease | -6.38% | -752 shares | 442K | $154 | 11.04K |
| Q3 2016 | share | Decrease | -13.36% | -1.81K shares | -34K | $143.42 | 11.79K |
| Q2 2016 | share | Decrease | -7.29% | -1.07K shares | 41K | $137.85 | 13.61K |
| Q1 2016 | share | Increase | +37.62% | 4.01K shares | -108K | $132.51 | 14.68K |