A detailed history of Baltimore Washington Financial Advisors, Inc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Baltimore Washington Financial Advisors, Inc. holds 850,318 shares of IBDT stock, worth $21.4 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
850,318
Previous 819,769 3.73%
Holding current value
$21.4 Million
Previous $20.9 Million 1.17%
% of portfolio
1.15%
Previous 1.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025

BUY
$24.82 - $25.48 $758,226 - $778,388
30,549 Added 3.73%
850,318 $21.2 Million
Q3 2024

Nov 12, 2024

BUY
$24.62 - $25.59 $20.2 Million - $21 Million
819,769 New
819,769 $20.9 Million

Others Institutions Holding IBDT

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
Track This Portfolio

Track Baltimore Washington Financial Advisors, Inc. Portfolio

Follow Baltimore Washington Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baltimore Washington Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Baltimore Washington Financial Advisors, Inc. with notifications on news.