Baltimore Washington Financial Advisors, Inc. Ishares Russell 2000 ETF Transaction History

Baltimore Washington Financial Advisors, Inc.

$2.03 Billion
Q2 2025

A detailed history of Baltimore Washington Financial Advisors, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Baltimore Washington Financial Advisors, Inc. holds 6,149 shares of IWM stock, worth $1.51 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,149

Previous 23,353 73.67%

Holding current value

$1.51 Million

Previous $4.66 Million 71.53%

% of portfolio

0.07%

Previous 0.26%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$174.82 - $215.79 $3.01 Million - $3.71 Million	-17,204 Reduced 73.67%	6,149 $1.33 Million
Q1 2025 May 14, 2025	BUY	$198.1 - $229.79 $145,801 - $169,125	736 Added 3.25%	23,353 $4.66 Million
Q4 2024 Jan 24, 2025	BUY	$216.13 - $242.4 $222,613 - $249,672	1,030 Added 4.77%	22,617 $5 Million
Q3 2024 Nov 12, 2024	BUY	$200.87 - $224.6 $258,318 - $288,835	1,286 Added 6.33%	21,587 $4.77 Million
Q2 2024 Jul 30, 2024	BUY	$192.84 - $209.44 $542,651 - $589,364	2,814 Added 16.09%	20,301 $4.12 Million
Q1 2024 May 08, 2024	BUY	$189.48 - $210.3 $180,953 - $200,836	955 Added 5.78%	17,487 $3.68 Million
Q4 2023 Feb 12, 2024	BUY	$162.21 - $204.82 $45,743 - $57,759	282 Added 1.74%	16,532 $3.32 Million
Q3 2023 Nov 08, 2023	BUY	$174.36 - $198.71 $179,765 - $204,870	1,031 Added 6.77%	16,250 $2.87 Million
Q2 2023 Aug 09, 2023	BUY	$170.4 - $187.93 $1.16 Million - $1.27 Million	6,782 Added 80.38%	15,219 $2.85 Million
Q1 2023 May 10, 2023	BUY	$170.25 - $198.32 $389,021 - $453,161	2,285 Added 37.14%	8,437 $1.51 Million
Q4 2022 Feb 09, 2023	BUY	$166.81 - $188.05 $632,877 - $713,461	3,794 Added 160.9%	6,152 $1.07 Million
Q3 2022 Oct 31, 2022	BUY	$164.17 - $201.07 $387,112 - $474,123	2,358 New	2,358 $388,000

Others Institutions Holding IWM

# of Institutions

2,937

Shares Held

304M

Call Options Held

285M

Put Options Held

617M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Baltimore Washington Financial Advisors, Inc. Ishares Russell 2000 ETF Transaction History