iShares S&P 500 Index shares owned by Baltimore-Washington Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Baltimore-Washington Financial Advisors
from 13F filings
Historical chart of Baltimore-Washington Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Baltimore-Washington Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $39M | 71k | 547.24 |
| 2024-03-31 | $36M | 68k | 525.74 |
| 2023-12-31 | $31M | 64k | 477.63 |
| 2023-09-30 | $26M | 59k | 429.43 |
| 2023-06-30 | $25M | 57k | 445.71 |
| 2023-03-31 | $15M | 37k | 411.08 |
| 2022-12-31 | $14M | 36k | 384.20 |
| 2022-09-30 | $16M | 33k | 477.51 |
| 2022-06-30 | $11M | 28k | 379.13 |
| 2022-03-31 | $7.1M | 16k | 444.21 |
| 2021-12-31 | $10M | 22k | 476.96 |
| 2021-09-30 | $8.4M | 20k | 430.83 |
| 2021-06-30 | $7.5M | 17k | 429.90 |
| 2021-03-31 | $6.2M | 16k | 397.82 |
| 2020-12-31 | $5.2M | 14k | 375.38 |
| 2020-09-30 | $3.5M | 10k | 335.97 |
| 2020-06-30 | $659k | 2.1k | 309.54 |
| 2020-03-31 | $303k | 1.2k | 257.65 |
| 2019-12-31 | $352k | 1.1k | 322.64 |
| 2019-09-30 | $306k | 1.0k | 297.96 |
| 2019-06-30 | $324k | 1.1k | 295.08 |
| 2019-03-31 | $290k | 1.0k | 284.31 |
| 2018-12-31 | $433k | 1.8k | 246.02 |
| 2018-09-30 | $297k | 1.0k | 292.61 |
| 2018-06-30 | $287k | 1.1k | 272.81 |
| 2018-03-31 | $239k | 902 | 264.97 |
| 2017-12-31 | $242k | 902 | 268.29 |
| 2014-03-31 | $11k | 59 | 188.14 |
| 2013-12-31 | $11k | 59 | 186.44 |
More positions owned by Baltimore-Washington Financial Advisors
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