Baltimore Washington Financial Advisors, Inc. Ishares Tr Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.8 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	BUY	$29.77 - $31.71 $1.98 Million - $2.11 Million	66,484 New	66,484 $7,000

Others Institutions Holding IDV

# of Institutions

480

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$292 Million
0.03% of portfolio
Morgan Stanley New York, NY

6.84M
Shares

$186 Million
0.02% of portfolio
Envestnet Asset Management Inc

5.38M
Shares

$146 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.76M
Shares

$102 Million
0.03% of portfolio
Ubs Group Ag

2.66M
Shares

$72.3 Million
0.02% of portfolio

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