News + Filings Holdings
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B. Riley Wealth Advisors, Inc.
> QUAL
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | QUAL | 143,411 | 121,909 | 19,341,843,000 | 16,891,435,000 | $134,870.01 |
| 12/31/2022 | iSHARES TRUST | QUAL | 21,502 | 665 | 2,450,408,000 | 2,448,242,000 | $113,961.86 |
| 09/30/2022 | iSHARES TRUST | QUAL | 20,837 | 1,302 | 2,166,000 | -17,000 | $103.95 |
| 06/30/2022 | iSHARES TRUST | QUAL | 19,535 | 554 | 2,183,000 | -373,000 | $111.75 |
| 03/31/2022 | iSHARES TRUST | QUAL | 18,981 | -18,264 | 2,556,000 | -2,866,000 | $134.66 |
| 12/31/2021 | iSHARES TRUST | QUAL | 37,245 | -318 | 5,422,000 | 473,000 | $145.58 |
| 09/30/2021 | iSHARES TRUST | QUAL | 37,563 | 2,289 | 4,949,000 | 262,000 | $131.75 |
| 06/30/2021 | iSHARES TRUST | QUAL | 35,274 | -2,990 | 4,687,000 | 26,000 | $132.87 |
| 03/31/2021 | iSHARES TRUST | QUAL | 38,264 | 5,344 | 4,661,000 | 834,000 | $121.81 |
| 12/31/2020 | iSHARES TRUST | QUAL | 32,920 | -633 | 3,827,000 | 345,000 | $116.25 |
| 09/30/2020 | iSHARES TRUST | QUAL | 33,553 | -57 | 3,482,000 | 258,000 | $103.78 |
| 06/30/2020 | iSHARES TRUST | QUAL | 33,610 | -44,616 | 3,224,000 | -3,116,000 | $95.92 |
| 03/31/2020 | iSHARES TRUST | QUAL | 78,226 | -13,403 | 6,340,000 | -2,916,000 | $81.05 |
| 12/31/2019 | iSHARES TRUST | QUAL | 91,629 | 53,492 | 9,256,000 | 5,731,000 | $101.02 |
| 09/30/2019 | iSHARES TRUST | QUAL | 38,137 | 949 | 3,525,000 | 123,000 | $92.43 |
| 06/30/2019 | iSHARES TRUST | QUAL | 37,188 | -307 | 3,402,000 | 81,000 | $91.48 |
| 03/31/2019 | iSHARES TRUST | QUAL | 37,495 | 1,031 | 3,321,000 | 521,000 | $88.57 |
| 12/31/2018 | iSHARES TRUST | QUAL | 36,464 | -4,311 | 2,800,000 | -886,000 | $76.79 |
| 09/30/2018 | iSHARES TRUST | QUAL | 40,775 | 105 | 3,686,000 | 291,000 | $90.40 |
| 06/30/2018 | iSHARES TRUST | QUAL | 40,670 | 1,013 | 3,395,000 | 114,000 | $83.48 |
| 03/31/2018 | iSHARES TRUST | QUAL | 39,657 | -17,793 | 3,281,000 | -1,483,000 | $82.73 |
| 12/31/2017 | iSHARES TRUST | QUAL | 57,450 | 9,458 | 4,764,000 | 1,061,000 | $82.92 |
| 09/30/2017 | iSHARES TRUST | QUAL | 47,992 | 23,900 | 3,703,000 | 1,910,000 | $77.16 |
| 06/30/2017 | iSHARES TRUST | QUAL | 24,092 | 23,646 | 1,793,000 | 1,759,000 | $74.42 |
| 03/31/2017 | iSHARES TRUST | QUAL | 446 | -10,352 | 34,000 | -713,000 | $76.23 |
| 12/31/2016 | iSHARES TRUST | QUAL | 10,798 | 1,486 | 747,000 | 118,000 | $69.18 |
| 09/30/2016 | iSHARES TRUST | QUAL | 9,312 | 1,075 | 629,000 | 85,000 | $67.55 |
| 06/30/2016 | iSHARES TRUST | QUAL | 8,237 | 8,237 | 544,000 | 544,000 | $66.04 |
| 03/31/2016 | iSHARES TRUST | QUAL | 5,731 | 5,731 | 376,000 | 376,000 | $65.61 |
| 12/31/2015 | iSHARES TRUST | QUAL | 3,244 | 3,244 | 210,000 | 210,000 | $64.73 |
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