Baltimore Washington Financial Advisors, Inc. Ishares Russell2000 Val ETF Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.68 Billion
Q2 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	BUY	$157.31 - $176.88 $23.1 Million - $26 Million	147,020 New	147,020 $7,000

Others Institutions Holding IWN

# of Institutions

1,021

Shares Held

61.2M

Call Options Held

840K

Put Options Held

134K

Bank Of America Corp Charlotte, NC

6.67M
Shares

$1.18 Billion
0.09% of portfolio
Morgan Stanley New York, NY

4.91M
Shares

$868 Million
0.06% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.63M
Shares

$466 Million
1.24% of portfolio
Tiaa, Fsb St. Louis, MO

2.5M
Shares

$442 Million
1.27% of portfolio
Jones Financial Companies Lllp

2.48M
Shares

$438 Million
0.44% of portfolio

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