BRWA
IMKTA icon

B. Riley Wealth Advisors’s Ingles Markets IMKTA Stock Holding History

B. Riley Wealth Advisors’s Portfolio IMKTA Stock Details IMKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,508
Closed -$311K – 1591
2023
Q1 		$311K Sell
3,508
-45
-1% -$4.17K 0.01% 1049
2022
Q4 		$343K Sell
3,553
-9
-0.3% -$845 0.01% 970
2022
Q3 		$283K Sell
3,562
-4
-0.1% -$364 0.01% 1035
2022
Q2 		$310K Hold
3,566
– – 0.01% 865
2022
Q1 		$318K Buy
+3,566
New +$303K 0.01% 982
2015
Q1 		– Sell
-131
Closed -$5 – 1248
2014
Q4 		$5 Buy
+131
New +$3.69K ﹤0.01% 3153

Other funds holding IMKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return