Baltimore Washington Financial Advisors, Inc. Ishares Tr Ibonds Dec 2026 Ter 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 Dec 2026 Ter stock. As of the latest transaction made, Baltimore Washington Financial Advisors, Inc. holds 430,507 shares of IBTG stock, worth $9.86 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
430,507
Previous 435,120
1.06%
Holding current value
$9.86 Million
Previous $9.98 Million
0.97%
% of portfolio
0.45%
Previous 0.49%
Shares
10 transactions
Others Institutions Holding IBTG
# of Institutions
311Shares Held
79MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio