Baltimore Washington Financial Advisors, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.85 Billion
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$100.29 - $100.71 $1.21 Million - $1.21 Million	12,048 Added 44.42%	39,171 $3.94 Million
Q4 2023 Feb 12, 2024	BUY	$100.05 - $100.73 $505,852 - $509,290	5,056 Added 22.91%	27,123 $2.72 Million
Q3 2023 Nov 08, 2023	BUY	$100.2 - $100.67 $409,818 - $411,740	4,090 Added 22.75%	22,067 $2.22 Million
Q2 2023 Aug 09, 2023	BUY	$100.18 - $100.63 $1.8 Million - $1.81 Million	17,977 New	17,977 $1.81 Million

Others Institutions Holding SGOV

# of Institutions

781

Shares Held

112M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

5.23M
Shares

$525 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

4.24M
Shares

$426 Million
0.18% of portfolio
Bank Of America Corp Charlotte, NC

3.24M
Shares

$325 Million
0.03% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

3.05M
Shares

$306 Million
0.65% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.14M
Shares

$215 Million
0.08% of portfolio

View Full List

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