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Sandy Spring Bank’s iShares Global 100 ETF IOO Stock Holding History

Sandy Spring Bank’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$15K Buy
+156
New +$15.8K ﹤0.01% 788
2015
Q3 		– Sell
-106
Closed -$4K – 985
2015
Q2 		$4K Hold
106
– – ﹤0.01% 834
2015
Q1 		$4K Buy
+106
New +$4.07K ﹤0.01% 792

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Sandy Spring Bank's IOO Position: Q1 2025 in Review

Sandy Spring Bank opened a new position in iShares Global 100 ETF (IOO) in Q1 2025: 156 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #788 among its holdings. This is a return to the name: Sandy Spring Bank previously reported a position in IOO as recently as Q2 2015.

Sandy Spring Bank first reported a position in IOO in Q1 2015 and has held it in 3 quarters since. 321 funds tracked by Wall St. Rank hold IOO as of Q1 2025.

  • Sandy Spring Bank held 156 shares of iShares Global 100 ETF worth $15K as of Q1 2025.
  • iShares Global 100 ETF was a new Sandy Spring Bank position in Q1 2025.
  • iShares Global 100 ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #788 holding.
  • Sandy Spring Bank first reported a position in iShares Global 100 ETF in Q1 2015 and has held it in 3 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.