B. Riley Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.8M | Buy |
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|
2024
Q4 | $70.5M | Sell |
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|
2024
Q3 | $118M | Sell |
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|
2024
Q2 | $117M | Sell |
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|
2024
Q1 | $114M | Buy |
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|
2023
Q4 | $117M | Sell |
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|
2023
Q3 | $114M | Buy |
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|
2023
Q2 | $111M | Buy |
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|
2023
Q1 | $86.8M | Buy |
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|
2022
Q4 | $75.4M | Sell |
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|
2022
Q3 | $73.6M | Buy |
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|
2022
Q2 | $60.3M | Sell |
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|
2022
Q1 | $85.3M | Sell |
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|
2021
Q4 | $93M | Buy |
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|
2021
Q3 | $67.2M | Buy |
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|
2021
Q2 | $57.7M | Buy |
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|
2021
Q1 | $51M | Buy |
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|
2020
Q4 | $24.6M | Sell |
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|
2020
Q3 | $30.3M | Buy |
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|
2020
Q2 | $19.9M | Sell |
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|
2020
Q1 | $25.1M | Buy |
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|
2019
Q4 | $21M | Buy |
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|
2019
Q3 | $14.7M | Buy |
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|
2019
Q2 | $6.76M | Buy |
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|
2019
Q1 | $6.06M | Buy |
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|
2018
Q4 | $4.71M | Buy |
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|
2018
Q3 | $2M | Buy |
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|
2018
Q2 | $1.38M | Buy |
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|
2018
Q1 | $945K | Buy |
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|
2017
Q4 | $620K | Sell |
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|
2017
Q3 | $591K | Buy |
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|
2017
Q2 | $337K | Buy |
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|
2017
Q1 | $266K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $568K | Sell |
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|
2015
Q4 | $1.85M | Buy |
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|
2015
Q3 | $790K | Buy |
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|
2015
Q2 | $721K | Sell |
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|
2015
Q1 | $1.32M | Sell |
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|
2014
Q4 | $1.55K | Sell |
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|
2014
Q3 | $1.66M | Sell |
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|
2014
Q2 | $2.25M | Sell |
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|
2014
Q1 | $5.32M | Sell |
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|
2013
Q4 | $5.71M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $6.32M | Buy |
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