Baltimore Washington Financial Advisors, Inc. Ishares Tr Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.57 Billion
Q1 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	BUY	N/A	320,180 New	320,180 $97,000
Q2 2019 Jul 25, 2019	SELL	N/A	-2,302 Closed	0 $0
Q1 2019 Apr 18, 2019	SELL	N/A	-597 Reduced 20.59%	2,302 $271,000
Q4 2018 Jan 29, 2019	BUY	N/A	5 Added 0.17%	2,899 $308,000
Q3 2018 Nov 01, 2018	BUY	N/A	73 Added 2.59%	2,894 $351,000

Q2 2018 Jul 30, 2018	BUY	N/A	1 Added 0.04%	2,821 $331,000
Q1 2018 Apr 16, 2018	BUY	N/A	866 Added 44.32%	2,820 $332,000
Q4 2017 Jan 16, 2018	BUY	N/A	1,954	1,954 $233,000

Others Institutions Holding IYF

# of Institutions

371

Shares Held

15.8M

Call Options Held

8.4K

Put Options Held

12.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.14M
Shares

$207 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$162 Million
0.02% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.25M
Shares

$121 Million
1.73% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$115 Million
0.01% of portfolio
Hsbc Holdings PLC London, X0

859K
Shares

$83.1 Million
0.06% of portfolio

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