Baltimore Washington Financial Advisors, Inc. Ishares Tr Russell 200 Growth 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 Russell 200 Growth stock. As of the latest transaction made, Baltimore Washington Financial Advisors, Inc. holds 2,299 shares of IWY stock, worth $634,638. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,299

Previous 2,535 9.31%

Holding current value

$634,638

Previous $624,000 0.8%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$243.93 - $275.62 $57,567 - $65,046	-236 Reduced 9.31%	2,299 $629,000
Q2 2025 Aug 12, 2025	SELL	$187.5 - $246.51 $9.47 Million - $12.4 Million	-50,492 Reduced 95.22%	2,535 $624,000
Q1 2025 May 14, 2025	BUY	$210.19 - $243.33 $352,488 - $408,064	1,677 Added 3.27%	53,027 $11.2 Million
Q4 2024 Jan 24, 2025	BUY	$216.72 - $244.71 $564,772 - $637,714	2,606 Added 5.35%	51,350 $12.1 Million
Q3 2024 Nov 12, 2024	BUY	$194.66 - $225.97 $299,192 - $347,315	1,537 Added 3.26%	48,744 $10.7 Million

Q2 2024 Jul 30, 2024	BUY	$183.56 - $216.15 $352,802 - $415,440	1,922 Added 4.24%	47,207 $10.1 Million
Q1 2024 May 08, 2024	BUY	$170.38 - $196.82 $437,876 - $505,827	2,570 Added 6.02%	45,285 $8.84 Million
Q4 2023 Feb 12, 2024	BUY	$149.01 - $175.92 $571,155 - $674,301	3,833 Added 9.86%	42,715 $7.48 Million
Q3 2023 Nov 08, 2023	BUY	$152.69 - $164.44 $360,653 - $388,407	2,362 Added 6.47%	38,882 $5.98 Million
Q2 2023 Aug 09, 2023	BUY	$136.24 - $158.56 $3.4 Million - $3.96 Million	24,960 Added 215.92%	36,520 $5.79 Million
Q1 2023 May 10, 2023	BUY	$117.74 - $138.93 $312,128 - $368,303	2,651 Added 29.76%	11,560 $1.61 Million
Q4 2022 Feb 09, 2023	BUY	$117.55 - $131.34 $765,250 - $855,023	6,510 Added 271.36%	8,909 $1.07 Million
Q3 2022 Oct 31, 2022	BUY	$119.49 - $146.95 $286,656 - $352,533	2,399 New	2,399 $286,000

Others Institutions Holding IWY

# of Institutions

669

Shares Held

55.2M

Call Options Held

Put Options Held

2.7K

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About ISHARES TR RUSSELL 200 GROWTH

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Baltimore Washington Financial Advisors, Inc. Ishares Tr Russell 200 Growth Transaction History