Baltimore-Washington Financial Advisors, Inc. IVV Holdings History
Baltimore-Washington Financial Advisors, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Baltimore-Washington Financial Advisors, Inc. held 79,168.00 shares of iShares Core S&P 500 ETF(IVV), totaling $44.48 Mil. This investment constitutes 2.36% of their stock portfolio, and Baltimore-Washington Financial Advisors, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then Baltimore-Washington Financial Advisors, Inc. has made 23 purchases of IVV, at an average price of $424.43, for a total of 83,586.00 shares. In addition, there have been 5 sales at an average price of $409.81 for 4,418.00 shares. Based on historical transaction data and IVV's current price of $627.74, Baltimore-Washington Financial Advisors, Inc.'s estimated gain on his IVV holdings is $16.03 Mil, reflecting a 45.19% gain to date.
Baltimore-Washington Financial Advisors, Inc. IVV ($627.74) Holding Chart
Baltimore-Washington Financial Advisors, Inc. IVV ($627.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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