B. Riley Wealth Advisors 13F: Adds $4M to IVV Stake
The firm increased its holdings in the ETF by 8.7%, now holding 64,810 shares.
Reviewed by automated data checks against the source filing. How we make and check alerts
B. Riley Wealth Advisors added 5,166 shares to its stake in iShares Core S&P 500 ETF ($IVV), an 8.66% increase, according to a 13F filing with the SEC dated October 13, 2026. It reported 64,810 shares worth $49.63 million at the end of the quarter.
Since the filing, $IVV is down 1.9% to date (from the $781.54 close on Oct 13, 2026).
Find the original: B. Riley Wealth Advisors 13F filings on SEC EDGAR
IVV
iShares Core S&P 500 ETF
Key Points
- B. Riley Wealth Advisors increased its stake in iShares Core S&P 500 ETF by 8.7%, adding 5,166 shares to total 64,810 shares valued at $49.6 million.
- The ETF tracks the S&P 500 index, with a P/E ratio of 25 and a 52-week range between $632.14 and $783.09.
- The iShares Core S&P 500 ETF offers a dividend yield of 1.06% and recently closed at $764.92.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated iShares Core S&P 500 ETF alert may contain errors. Disclosures
B. Riley Wealth Advisors has increased its holdings in the iShares Core S&P 500 ETF (NYSEArca: IVV) by 5,166 shares. This brings its total to 64,810 shares, valued at approximately $49.6 million, according to its latest Form 13F filing with the SEC. The change represents an 8.7% increase in its position.
B. Riley Wealth Advisors vs. the S&P 500
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What Changed in B. Riley Wealth Advisors' iShares Core S&P 500 ETF Position
B. Riley Wealth Advisors boosted its stake in the iShares Core S&P 500 ETF by 8.7% during the reporting period. The firm added 5,166 shares, raising its total to 64,810 shares, valued at about $49.6 million.
iShares Core S&P 500 ETF Stock Down 1.3%
Shares of the iShares Core S&P 500 ETF recently closed at $764.92. The ETF aims to mirror the performance of the S&P 500 index, which includes large-cap U.S. companies. It has a price-to-earnings ratio of roughly 25. The ETF's 52-week trading range spans from $632.14 to $783.09, with a 50-day moving average of $763.54 and a 200-day moving average of $719.90.
Dividend
The iShares Core S&P 500 ETF provides a dividend yield of 1.06%. This can serve as an additional income stream for investors looking to benefit from both capital appreciation and dividends.
About iShares Core S&P 500 ETF
The iShares Core S&P 500 ETF is designed to track the performance of the S&P 500 index, which includes a wide array of large-cap U.S. stocks. Managed by BlackRock, this ETF provides investors with exposure to the overall performance of the U.S. equity market's large-cap sector, spanning various industries.
Bottom Line
B. Riley Wealth Advisors' decision to increase its stake in the iShares Core S&P 500 ETF suggests confidence in the ETF's performance, which tracks the S&P 500 index. This filing reflects the firm's holdings as of the reporting period and may not represent its current position. Investors often monitor such filings to gauge institutional sentiment and potential market trends.
Related Filing Alerts
Source: B. Riley Wealth Advisors's 13F filing on $IVV (Oct 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: B. Riley Wealth Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts