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 21,587 shares of IWM stock, worth $5.15 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
21,587
Previous 20,301 6.33%
Holding current value
$5.15 Million
Previous $4.12 Million 15.78%
% of portfolio
0.27%
Previous 0.25%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Baltimore Washington Financial Advisors, Inc. Portfolio

Follow Baltimore Washington Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.