Baltimore Washington Financial Advisors, Inc. Ishares Tr Ibonds 2029 Term Hi Transaction History
Baltimore Washington Financial Advisors, Inc.
- $2.18 Billion
- Q3 2025
A detailed history of Baltimore Washington Financial Advisors, Inc. transactions in Ishares Tr Ibonds 2029 Term Hi stock. As of the latest transaction made, Baltimore Washington Financial Advisors, Inc. holds 218,677 shares of IBHI stock, worth $5.14 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
218,677
Previous 88,737
146.43%
Holding current value
$5.14 Million
Previous $2.1 Million
148.1%
% of portfolio
0.24%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding IBHI
# of Institutions
67Shares Held
7.36MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.25MShares$29.3 Million0.0% of portfolio
-
Lbmc Investment Advisors, LLC944KShares$22.2 Million1.47% of portfolio
-
Northwestern Mutual Wealth Management CO823KShares$19.3 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA748KShares$17.6 Million0.09% of portfolio
-
Keeler T Homas Management LLC398KShares$9.36 Million4.06% of portfolio