Baltimore Washington Financial Advisors, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.8 Billion
Q3 2024

A detailed history of Baltimore Washington Financial Advisors, Inc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Baltimore Washington Financial Advisors, Inc. holds 425,768 shares of IBTG stock, worth $9.68 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

425,768

Previous 416,845 2.14%

Holding current value

$9.68 Million

Previous $9.45 Million 3.99%

% of portfolio

0.55%

Previous 0.56%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$22.55 - $23.1 $201,213 - $206,121	8,923 Added 2.14%	425,768 $9.82 Million
Q2 2024 Jul 30, 2024	BUY	$22.46 - $22.66 $224,577 - $226,577	9,999 Added 2.46%	416,845 $9.45 Million
Q1 2024 May 08, 2024	BUY	$22.62 - $22.94 $206,430 - $209,350	9,126 Added 2.29%	406,846 $9.24 Million
Q4 2023 Feb 12, 2024	BUY	$22.32 - $22.86 $8 Million - $8.19 Million	358,232 Added 907.19%	397,720 $9.09 Million
Q3 2023 Nov 08, 2023	SELL	$22.4 - $22.75 $40,342 - $40,972	-1,801 Reduced 4.36%	39,488 $887,000
Q2 2023 Aug 09, 2023	BUY	$22.63 - $23.26 $934,370 - $960,382	41,289 New	41,289 $935,000

Others Institutions Holding IBTG

# of Institutions

218

Shares Held

41.2M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
Sector ETFs
Industry ETFs

More about IBTG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baltimore Washington Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Baltimore Washington Financial Advisors, Inc. with notifications on news.

Account

Baltimore Washington Financial Advisors, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History