News + Filings Holdings
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B. Riley Wealth Advisors, Inc.
> IVV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVV | 249,438 | 53,196 | 111,177,262,000 | 35,778,858,000 | $445,711.01 |
| 12/31/2022 | iSHARES TRUST | IVV | 196,242 | -8,858 | 75,398,404,000 | 75,324,844,000 | $384,211.35 |
| 09/30/2022 | iSHARES TRUST | IVV | 205,100 | 45,983 | 73,560,000 | 13,231,000 | $358.65 |
| 06/30/2022 | iSHARES TRUST | IVV | 159,117 | -28,836 | 60,329,000 | -24,944,000 | $379.15 |
| 03/31/2022 | iSHARES TRUST | IVV | 187,953 | -7,119 | 85,273,000 | -7,774,000 | $453.69 |
| 12/31/2021 | iSHARES TRUST | IVV | 195,072 | 38,992 | 93,047,000 | 25,804,000 | $476.99 |
| 09/30/2021 | iSHARES TRUST | IVV | 156,080 | 21,924 | 67,243,000 | 9,581,000 | $430.82 |
| 06/30/2021 | iSHARES TRUST | IVV | 134,156 | 5,983 | 57,662,000 | 6,682,000 | $429.81 |
| 03/31/2021 | iSHARES TRUST | IVV | 128,173 | 62,689 | 50,980,000 | 26,397,000 | $397.74 |
| 12/31/2020 | iSHARES TRUST | IVV | 65,484 | -24,816 | 24,583,000 | -5,676,000 | $375.40 |
| 09/30/2020 | iSHARES TRUST | IVV | 90,300 | 26,129 | 30,259,000 | 10,385,000 | $335.09 |
| 06/30/2020 | iSHARES TRUST | IVV | 64,171 | -32,866 | 19,874,000 | -5,201,000 | $309.70 |
| 03/31/2020 | iSHARES TRUST | IVV | 97,037 | 32,070 | 25,075,000 | 4,075,000 | $258.41 |
| 12/31/2019 | iSHARES TRUST | IVV | 64,967 | 15,567 | 21,000,000 | 6,252,000 | $323.24 |
| 09/30/2019 | iSHARES TRUST | IVV | 49,400 | 26,481 | 14,748,000 | 7,992,000 | $298.54 |
| 06/30/2019 | iSHARES TRUST | IVV | 22,919 | 1,625 | 6,756,000 | 696,000 | $294.78 |
| 03/31/2019 | iSHARES TRUST | IVV | 21,294 | 2,585 | 6,060,000 | 1,352,000 | $284.59 |
| 12/31/2018 | iSHARES TRUST | IVV | 18,709 | 11,879 | 4,708,000 | 2,708,000 | $251.64 |
| 09/30/2018 | iSHARES TRUST | IVV | 6,830 | 1,778 | 2,000,000 | 620,000 | $292.83 |
| 06/30/2018 | iSHARES TRUST | IVV | 5,052 | 1,491 | 1,380,000 | 435,000 | $273.16 |
| 03/31/2018 | iSHARES TRUST | IVV | 3,561 | 1,255 | 945,000 | 325,000 | $265.37 |
| 12/31/2017 | iSHARES TRUST | IVV | 2,306 | -30 | 620,000 | 29,000 | $268.86 |
| 09/30/2017 | iSHARES TRUST | IVV | 2,336 | 954 | 591,000 | 254,000 | $253.00 |
| 06/30/2017 | iSHARES TRUST | IVV | 1,382 | 264 | 337,000 | 71,000 | $243.85 |
| 03/31/2017 | iSHARES TRUST | IVV | 1,118 | 1,118 | 266,000 | 266,000 | $237.92 |
| 06/30/2016 | iSHARES TRUST | IVV | 0 | -2,750 | 0 | -568,000 | |
| 03/31/2016 | iSHARES TRUST | IVV | 2,750 | -37,028 | 568,000 | -5,692,000 | $206.55 |
| 12/31/2015 | iSHARES TRUST | IVV | 9,012 | -30,766 | 1,847,000 | -4,413,000 | $204.95 |
| 09/30/2015 | iSHARES TRUST | IVV | 4,100 | -35,678 | 790,000 | -5,470,000 | $192.68 |
| 06/30/2015 | iSHARES TRUST | IVV | 3,471 | -36,307 | 721,000 | -5,539,000 | $207.72 |
| 03/31/2015 | iSHARES TRUST | IVV | 6,329 | -33,449 | 1,316,000 | -4,944,000 | $207.93 |
| 12/31/2014 | iSHARES TRUST | IVV | 7,480 | -871 | 1,547,000 | -109,000 | $206.82 |
| 09/30/2014 | iSHARES TRUST | IVV | 8,351 | -31,427 | 1,656,000 | -4,604,000 | $198.30 |
| 06/30/2014 | iSHARES TRUST | IVV | 11,426 | -16,829 | 2,250,871,000 | 2,245,555,000 | $196,995.54 |
| 03/31/2014 | iSHARES TRUST | IVV | 28,255 | -11,523 | 5,316,000 | -944,000 | $188.14 |
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