News + Filings Holdings
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B. Riley Wealth Advisors, Inc.
> IVE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVE | 46,765 | -25,261 | 7,538,057,000 | -2,910,736,000 | $161,190.14 |
| 12/31/2022 | iSHARES TRUST | IVE | 72,026 | 1,178 | 10,448,793,000 | 10,439,687,000 | $145,069.74 |
| 09/30/2022 | iSHARES TRUST | IVE | 70,848 | 13,087 | 9,106,000 | 1,166,000 | $128.53 |
| 06/30/2022 | iSHARES TRUST | IVE | 57,761 | 7,844 | 7,940,000 | 166,000 | $137.46 |
| 03/31/2022 | iSHARES TRUST | IVE | 49,917 | -2,347 | 7,774,000 | -413,000 | $155.74 |
| 12/31/2021 | iSHARES TRUST | IVE | 52,264 | -2,520 | 8,187,000 | 220,000 | $156.65 |
| 09/30/2021 | iSHARES TRUST | IVE | 54,784 | 4,458 | 7,967,000 | 536,000 | $145.43 |
| 06/30/2021 | iSHARES TRUST | IVE | 50,326 | 222 | 7,431,000 | 354,000 | $147.66 |
| 03/31/2021 | iSHARES TRUST | IVE | 50,104 | 26,182 | 7,077,000 | 4,014,000 | $141.25 |
| 12/31/2020 | iSHARES TRUST | IVE | 23,922 | -12,630 | 3,063,000 | -1,031,000 | $128.04 |
| 09/30/2020 | iSHARES TRUST | IVE | 36,552 | 5,647 | 4,094,000 | 749,000 | $112.00 |
| 06/30/2020 | iSHARES TRUST | IVE | 30,905 | 4,165 | 3,345,000 | 771,000 | $108.23 |
| 03/31/2020 | iSHARES TRUST | IVE | 26,740 | 6,105 | 2,574,000 | -111,000 | $96.26 |
| 12/31/2019 | iSHARES TRUST | IVE | 20,635 | 4,672 | 2,685,000 | 783,000 | $130.12 |
| 09/30/2019 | iSHARES TRUST | IVE | 15,963 | 3,434 | 1,902,000 | 441,000 | $119.15 |
| 06/30/2019 | iSHARES TRUST | IVE | 12,529 | 1,844 | 1,461,000 | 256,000 | $116.61 |
| 03/31/2019 | iSHARES TRUST | IVE | 10,685 | -2,018 | 1,205,000 | -80,000 | $112.77 |
| 12/31/2018 | iSHARES TRUST | IVE | 12,703 | -1,884 | 1,285,000 | -405,000 | $101.16 |
| 09/30/2018 | iSHARES TRUST | IVE | 14,587 | -1,379 | 1,690,000 | -69,000 | $115.86 |
| 06/30/2018 | iSHARES TRUST | IVE | 15,966 | 758 | 1,759,000 | 95,000 | $110.17 |
| 03/31/2018 | iSHARES TRUST | IVE | 15,208 | 218 | 1,664,000 | -50,000 | $109.42 |
| 12/31/2017 | iSHARES TRUST | IVE | 14,990 | 1,362 | 1,714,000 | 243,000 | $114.34 |
| 09/30/2017 | iSHARES TRUST | IVE | 13,628 | 478 | 1,471,000 | 90,000 | $107.94 |
| 06/30/2017 | iSHARES TRUST | IVE | 13,150 | 1,256 | 1,381,000 | 142,000 | $105.02 |
| 03/31/2017 | iSHARES TRUST | IVE | 11,894 | 2,406 | 1,239,000 | 276,000 | $104.17 |
| 12/31/2016 | iSHARES TRUST | IVE | 9,488 | 49 | 963,000 | 66,000 | $101.50 |
| 09/30/2016 | iSHARES TRUST | IVE | 9,439 | 566 | 897,000 | 71,000 | $95.03 |
| 06/30/2016 | iSHARES TRUST | IVE | 8,873 | 2,036 | 826,000 | 211,000 | $93.09 |
| 03/31/2016 | iSHARES TRUST | IVE | 6,837 | 6,837 | 615,000 | 615,000 | $89.95 |
| 12/31/2015 | iSHARES TRUST | IVE | 6,376 | 6,376 | 565,000 | 565,000 | $88.61 |
| 09/30/2015 | iSHARES TRUST | IVE | 3,500 | 3,500 | 295,000 | 295,000 | $84.29 |
| 06/30/2015 | iSHARES TRUST | IVE | 2,880 | 2,880 | 266,000 | 266,000 | $92.36 |
| 03/31/2015 | iSHARES TRUST | IVE | 4,260 | 4,260 | 394,000 | 394,000 | $92.49 |
| 12/31/2014 | iSHARES TRUST | IVE | 4,381 | 1,221 | 411,000 | 126,000 | $93.81 |
| 09/30/2014 | iSHARES TRUST | IVE | 3,160 | 3,160 | 285,000 | 285,000 | $90.19 |
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