B. Riley Wealth Advisors, Inc. IVV Holdings History
B. Riley Wealth Advisors, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2024-12-31, B. Riley Wealth Advisors, Inc. held 119,684.00 shares of iShares Core S&P 500 ETF(IVV), totaling $70.46 Mil. This investment constitutes 2.31% of their stock portfolio, and B. Riley Wealth Advisors, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then B. Riley Wealth Advisors, Inc. has made 20 purchases of IVV, at an average price of $367.15, for a total of 421,659.00 shares. In addition, there have been 15 sales at an average price of $446.63 for 301,975.00 shares. Based on historical transaction data and IVV's current price of $624.99, B. Riley Wealth Advisors, Inc.'s estimated gain on his IVV holdings is $54.86 Mil, reflecting a 35.44% gain to date.
B. Riley Wealth Advisors, Inc. IVV ($624.99) Holding Chart
B. Riley Wealth Advisors, Inc. IVV ($624.99) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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