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Ishares Tr shares owned by Baltimore-Washington Financial Advisors

Quarter-by-quarter ownership of Ishares Tr (IBHH) shares owned by Baltimore-Washington Financial Advisors from 13F filings

Historical chart of Baltimore-Washington Financial Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Baltimore-Washington Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Baltimore-Washington Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $27M 1.1M 23.86
2025-06-30 $25M 1.1M 23.73
2025-03-31 $25M 1.1M 23.36
2024-12-31 $22M 923k 23.37
2024-09-30 $21M 871k 23.80

More positions owned by Baltimore-Washington Financial Advisors

Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Apple (AAPL)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Vanguard Index Fds Value Etf (VTV)

View all positions for Baltimore-Washington Financial Advisors

Top funds holding Ishares Tr

LBMC Investment Advisors
Baltimore-Washington Financial Advisors
Goss Wealth Management
LPL Financial
Keeler THomas Management
HighTower Advisors
Apollon Wealth Management
Commonwealth Financial Services
Northwestern Mutual Wealth Management Company
Mutual Advisors
Ironwood Wealth Management
Royal Bank of Canada
Littlejohn Financial Services
Commonwealth Equity Services
Morgan Stanley

View all funds holding Ishares Tr