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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index 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 S&P 500 Index by Baltimore-Washington Financial Advisors

Quarter filed Position value Share count Share price at filing
2013-09-30 $10k 59 169.49
2013-06-30 $9.0k 59 152.54
2013-03-31 $9.0k 59 152.54
2012-09-30 $8.0k 59 135.59

More positions owned by Baltimore-Washington Financial Advisors

iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB)
Vodafone
Plains All American Pipeline (PAA)
Aberdeen Asia-Pacific Income Fund (FAX)
Rayonier (RYN)
Pepsi (PEP)
Vanguard Short Term Corporate Bond ETF (VCSH)
Johnson Controls
Rockwell Automation (ROK)
Occidental Petroleum Corporation (OXY)
Apple (AAPL)
Cal-Maine Foods (CALM)
ConocoPhillips (COP)
United Technologies Corporation
Dow Chemical Company

View all positions for Baltimore-Washington Financial Advisors

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index