Sandy Spring Bank’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $136M | Buy |
241,147
+4,367
| +2% | +$2.58M | 5.7% | 2 |
|
|
2024
Q4 | $139M | Buy |
236,780
+3,273
| +1% | +$1.94M | 5.64% | 2 |
|
|
2024
Q3 | $135M | Buy |
233,507
+116
| +0% | +$64.5K | 5.54% | 2 |
|
|
2024
Q2 | $128M | Buy |
233,391
+13,550
| +6% | +$7.13M | 5.63% | 2 |
|
|
2024
Q1 | $116M | Buy |
219,841
+1,787
| +0.8% | +$894K | 5.26% | 2 |
|
|
2023
Q4 | $104M | Sell |
218,054
-3,338
| -2% | -$1.49M | 5.18% | 2 |
|
|
2023
Q3 | $95.1M | Sell |
221,392
-1,853
| -0.8% | -$829K | 5.29% | 2 |
|
|
2023
Q2 | $99.5M | Sell |
223,245
-1,781
| -0.8% | -$751K | 5.3% | 2 |
|
|
2023
Q1 | $92.5M | Sell |
225,026
-1,085
| -0.5% | -$435K | 5.25% | 2 |
|
|
2022
Q4 | $86.9M | Buy |
226,111
+8,146
| +4% | +$3.14M | 5.16% | 2 |
|
|
2022
Q3 | $78.2M | Buy |
217,965
+5,638
| +3% | +$2.25M | 4.96% | 2 |
|
|
2022
Q2 | $80.5M | Buy |
212,327
+2,177
| +1% | +$895K | 4.83% | 2 |
|
|
2022
Q1 | $95.3M | Buy |
210,150
+2,635
| +1% | +$1.18M | 4.84% | 2 |
|
|
2021
Q4 | $99M | Buy |
207,515
+5,451
| +3% | +$2.51M | 4.72% | 2 |
|
|
2021
Q3 | $87.1M | Buy |
202,064
+671
| +0.3% | +$297K | 4.61% | 2 |
|
|
2021
Q2 | $86.6M | Sell |
201,393
-3,196
| -2% | -$1.34M | 4.59% | 2 |
|
|
2021
Q1 | $81.4M | Sell |
204,589
-4,876
| -2% | -$1.89M | 4.69% | 2 |
|
|
2020
Q4 | $78.6M | Sell |
209,465
-4,909
| -2% | -$1.75M | 4.78% | 2 |
|
|
2020
Q3 | $72M | Sell |
214,374
-7,412
| -3% | -$2.47M | 4.92% | 2 |
|
|
2020
Q2 | $68.7M | Buy |
221,786
+4,128
| +2% | +$1.21M | 5.1% | 2 |
|
|
2020
Q1 | $56.2M | Buy |
217,658
+1,271
| +0.6% | +$389K | 5.09% | 2 |
|
|
2019
Q4 | $69.9M | Buy |
216,387
+3,073
| +1% | +$951K | 5.09% | 2 |
|
|
2019
Q3 | $63.7M | Buy |
213,314
+8,641
| +4% | +$2.57M | 4.97% | 2 |
|
|
2019
Q2 | $60.3M | Buy |
204,673
+5,579
| +3% | +$1.62M | 4.85% | 2 |
|
|
2019
Q1 | $56.7M | Buy |
199,094
+10,604
| +6% | +$2.9M | 4.81% | 2 |
|
|
2018
Q4 | $47.4M | Buy |
188,490
+17,075
| +10% | +$4.64M | 4.54% | 2 |
|
|
2018
Q3 | $50.2M | Buy |
171,415
+9,943
| +6% | +$2.85M | 4.11% | 2 |
|
|
2018
Q2 | $44.1M | Buy |
161,472
+6,879
| +4% | +$1.87M | 3.83% | 3 |
|
|
2018
Q1 | $41M | Buy |
154,593
+3,653
| +2% | +$1M | 3.63% | 4 |
|
|
2017
Q4 | $40.6M | Buy |
150,940
+6,806
| +5% | +$1.78M | 3.7% | 4 |
|
|
2017
Q3 | $36.5M | Buy |
144,134
+4,898
| +4% | +$1.22M | 3.49% | 4 |
|
|
2017
Q2 | $33.9M | Buy |
139,236
+10,261
| +8% | +$2.48M | 3.33% | 4 |
|
|
2017
Q1 | $30.6M | Buy |
128,975
+7,872
| +7% | +$1.84M | 3.04% | 4 |
|
|
2016
Q4 | $27.2M | Buy |
121,103
+8,933
| +8% | +$1.96M | 2.83% | 5 |
|
|
2016
Q3 | $24.4M | Buy |
112,170
+6,055
| +6% | +$1.32M | 2.61% | 5 |
|
|
2016
Q2 | $22.3M | Buy |
106,115
+4,322
| +4% | +$902K | 2.55% | 5 |
|
|
2016
Q1 | $21M | Buy |
101,793
+13,446
| +15% | +$2.64M | 2.4% | 5 |
|
|
2015
Q4 | $18.1M | Buy |
88,347
+4,509
| +5% | +$931K | 2.12% | 6 |
|
|
2015
Q3 | $16.2M | Buy |
83,838
+2,655
| +3% | +$542K | 1.98% | 7 |
|
|
2015
Q2 | $16.8M | Buy |
81,183
+7,707
| +10% | +$1.63M | 1.91% | 7 |
|
|
2015
Q1 | $15.3M | Buy |
73,476
+9,636
| +15% | +$2M | 1.77% | 7 |
|
|
2014
Q4 | $13.2M | Buy |
63,840
+1,865
| +3% | +$378K | 1.58% | 8 |
|
|
2014
Q3 | $12.3M | Buy |
61,975
+5,905
| +11% | +$1.18M | 1.51% | 7 |
|
|
2014
Q2 | $11M | Buy |
56,070
+34,056
| +155% | +$6.52M | 1.38% | 12 |
|
|
2014
Q1 | $4.14M | Buy |
22,014
+1,500
| +7% | +$277K | 0.64% | 55 |
|
|
2013
Q4 | $3.81M | Sell |
20,514
-26,083
| -56% | -$4.64M | 0.54% | 62 |
|
|
2013
Q3 | $7.87M | Buy |
46,597
+1,048
| +2% | +$177K | 1.17% | 18 |
|
|
2013
Q2 | $7.33M | Buy |
+45,549
| New | +$7.38M | 1.15% | 17 |
|
Other funds holding IVV
CM
Sandy Spring Bank's IVV Position: Q1 2025 in Review
Sandy Spring Bank increased its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q1 2025, buying an estimated $2.58M and bringing the position to 241,147 shares worth $136M. The position accounts for 5.7% of the portfolio, ranked #2.
Sandy Spring Bank first reported a position in IVV in Q2 2013 and has held it in 48 quarters since. The position peaked at $139M in Q4 2024. 3,564 funds tracked by Wall St. Rank hold IVV as of Q1 2025.
- Sandy Spring Bank held 241,147 shares of iShares Core S&P 500 ETF worth $136M as of Q1 2025.
- Sandy Spring Bank bought 4,367 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $2.58M.
- iShares Core S&P 500 ETF made up 5.7% of Sandy Spring Bank's portfolio in Q1 2025, its #2 holding.
- Sandy Spring Bank first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 48 quarters since.
- Sandy Spring Bank's iShares Core S&P 500 ETF position peaked at $139M in Q4 2024.
- 3,564 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.
Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.