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Ishares Tr shares owned by Baltimore-Washington Financial Advisors

Quarter-by-quarter ownership of Ishares Tr (IBHI) 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 $5.2M 219k 23.85
2025-06-30 $2.1M 89k 23.69
2025-03-31 $345k 15k 23.22

More positions owned by Baltimore-Washington Financial Advisors

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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)
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Apple (AAPL)
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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
Northwestern Mutual Wealth Management Company
Goss Wealth Management
Morgan Stanley
Keeler THomas Management
Commonwealth Financial Services
Commonwealth Equity Services
Littlejohn Financial Services
Baltimore-Washington Financial Advisors
LPL Financial
Stratos Wealth Partners
Bradley & Co. Private Wealth Management
Summit Investment Advisors
Straight Path Wealth Management
Lido Advisors

View all funds holding Ishares Tr