Sandy Spring Bank Ishares Barclays Transaction History

Sandy Spring Bank

$2.4 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$91.24 - $94.6 $17,244 - $17,879	189 New	189 $17,000
Q3 2023 Oct 30, 2023	BUY	$91.32 - $97.13 $14,885 - $15,832	163 New	163 $14,000
Q3 2022 Nov 02, 2022	BUY	$94.56 - $105.6 $94 - $105	1 Added 0.16%	621 $60,000
Q2 2022 Jul 21, 2022	SELL	$98.15 - $106.65 $98 - $106	-1 Reduced 0.16%	620 $63,000
Q1 2022 May 03, 2022	SELL	$106.08 - $113.93 $55,267 - $59,357	-521 Reduced 45.62%	621 $67,000
Q3 2021 Nov 05, 2021	SELL	$114.96 - $118.18 $8,966 - $9,218	-78 Reduced 6.39%	1,142 $132,000
Q2 2021 Aug 09, 2021	BUY	$113.04 - $115.78 $8,817 - $9,030	78 Added 6.83%	1,220 $141,000
Q3 2020 Nov 09, 2020	BUY	$121.18 - $123.06 $63,134 - $64,114	521 Added 83.9%	1,142 $138,000
Q2 2020 Aug 12, 2020	SELL	$119.77 - $122.41 $2,036 - $2,080	-17 Reduced 2.66%	621 $75,000
Q1 2020 May 01, 2020	BUY	$110.73 - $121.48 $59,572 - $65,356	538 Added 538.0%	638 $77,000
Q4 2019 Feb 06, 2020	BUY	$110.18 - $113.81 $11,018 - $11,381	100 New	100 $11,000
Q1 2019 May 06, 2019	SELL	$103.43 - $106.84 $73,642 - $76,070	-712 Closed	0 $0
Q3 2018 Nov 07, 2018	BUY	$100.79 - $102.89 $58,659 - $59,881	582 Added 447.69%	712 $72,000
Q1 2018 May 04, 2018	SELL	$101.6 - $105.33 $37,185 - $38,550	-366 Reduced 73.79%	130 $13,000
Q4 2017 Feb 02, 2018	BUY	$105.0 - $106.86 $38,430 - $39,110	366 Added 281.54%	496 $52,000
Q3 2017 Nov 03, 2017	SELL	$106.52 - $107.22 $13,315 - $13,402	-125 Reduced 49.02%	130 $14,000
Q2 2017 Aug 11, 2017	BUY	N/A	255	255 $27,000

Others Institutions Holding IEF

# of Institutions

1,051

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.9 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.6 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.32 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.23 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.19 Billion
0.41% of portfolio

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sandy Spring Bank, based on Form 13F filings with the SEC.

News

Stay updated on Sandy Spring Bank with notifications on news.