Sandy Spring Bank Purchases in Q3 2024

Sandy Spring Bank

  • $2.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
52.5K
+ 2.2%
$57.32 - $62.65 $3.01M - $3.29M
2.44M $152M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.4K
+ 1.6%
$105.53 - $118.34 $1.09M - $1.23M
657K $76.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.97K
+ 8.24%
$405.19 - $478.57 $2.83M - $3.34M
91.6K $42.1M
IVV
Ishares Core S&P 500 ETF

ETFs
116
+ 0.05%
$520.18 - $576.82 $60.3K - $66.9K
234K $135M
JEPI
J P Morgan Exchange Traded Fd

ETFs
67K
+ 11.23%
$54.98 - $59.51 $3.68M - $3.99M
664K $39.5M
IJK
Ishares S&P Midcap 400 Growth

ETFs
42.1K
+ 60.39%
$84.81 - $93.54 $3.57M - $3.94M
112K $10.3M
NEE
Nextera Energy Inc

Utilities
21K
+ 12.64%
$69.9 - $84.97 $1.47M - $1.78M
187K $15.8M
IQLT
Ishares Msci Intl Quality Fact

ETFs
69.7K
+ 19.49%
$37.37 - $41.82 $2.6M - $2.91M
427K $17.7M
META
Meta Platforms, Inc.

Communication Services
986
+ 2.56%
$453.41 - $572.44 $447K - $564K
39.5K $22.6M
VEA
Vanguard Ftse Developed Market

ETFs
23.4K
+ 5.02%
$47.6 - $53.31 $1.12M - $1.25M
490K $25.9M
ORCL
Oracle Corp

Technology
1.43K
+ 1.81%
$125.9 - $170.35 $180K - $243K
80.3K $13.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
23.9K
+ 10.52%
$51.0 - $57.07 $1.22M - $1.36M
251K $14M
AVGO
Broadcom Inc.

Technology
18.4K
+ 2143.07%
$136.27 - $1745.86 $2.51M - $32.1M
19.3K $3.32M
AMT
American Tower Corp

Real Estate
44
+ 0.09%
$192.27 - $242.73 $8.46K - $10.7K
48.7K $11.3M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
22.8K
+ 7.43%
$38.51 - $41.69 $876K - $949K
329K $13.7M
VONG
Vanguard Russell 1000 Growth E

ETFs
13.3K
+ 11.21%
$85.48 - $98.39 $1.14M - $1.31M
132K $12.8M
ZTS
Zoetis Inc.

Healthcare
192
+ 0.28%
$172.58 - $196.48 $33.1K - $37.7K
69.6K $13.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.6K
+ 6.47%
$41.9 - $48.26 $486K - $559K
191K $9.12M
NOW
Service Now, Inc.

Technology
505
+ 6.59%
$730.87 - $937.36 $369K - $473K
8.17K $7.31M
D
Dominion Energy, Inc

Utilities
15.4K
+ 47.56%
$48.01 - $58.53 $739K - $901K
47.8K $2.76M
CSCO
Cisco Systems, Inc.

Technology
1.22K
+ 0.68%
$44.74 - $53.22 $54.5K - $64.9K
180K $9.58M
XLB
Select Sector Spdr Fd Material

ETFs
5.31K
+ 7.57%
$86.95 - $97.09 $462K - $516K
75.5K $7.28M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
33.2K
+ 20.78%
$24.34 - $25.83 $809K - $859K
193K $4.97M
TTD
Trade Desk, Inc.

Technology
7.79K
+ 51.14%
$83.08 - $110.79 $647K - $863K
23K $2.53M
TT
Trane Technologies PLC

Industrials
329
+ 2.19%
$314.21 - $388.71 $103K - $128K
15.3K $5.96M
PANW
Palo Alto Networks Inc

Technology
2.44K
+ 3.89%
$294.18 - $368.01 $716K - $896K
65K $22.2M
LLY
Eli Lilly & CO

Healthcare
1.47K
+ 8.33%
$772.14 - $960.02 $1.14M - $1.41M
19.2K $17M
VRT
Vertiv Holdings CO

Industrials
10.8K
+ 360.33%
$86.66 - $86.66 $934K - $934K
13.8K $1.19M
CAT
Caterpillar Inc

Industrials
197
+ 1.36%
$316.8 - $391.12 $62.4K - $77.1K
14.7K $5.74M
AZN
Astrazeneca PLC

Healthcare
11.8K
+ 20.38%
$76.67 - $87.62 $906K - $1.04M
69.8K $5.44M
VUG
Vanguard Growth ETF

ETFs
1.57K
+ 5.16%
$341.08 - $391.94 $536K - $616K
32K $12.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
360
+ 1.82%
$247.34 - $300.11 $89K - $108K
20.2K $6.01M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.3K
+ 36.78%
$79.29 - $84.02 $737K - $781K
34.6K $2.9M
SPGI
S&P Global Inc.

Financial Services
56
+ 0.49%
$446.32 - $527.38 $25K - $29.5K
11.5K $5.95M
TJX
Tjx Companies Inc

Consumer Cyclical
297
+ 0.28%
$107.93 - $120.23 $32.1K - $35.7K
105K $12.4M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
28.6K
+ 13.27%
$20.12 - $21.28 $575K - $608K
244K $5.17M
PG
Procter & Gamble CO

Consumer Defensive
1.6K
+ 2.91%
$160.76 - $177.82 $257K - $284K
56.5K $9.78M
IBM
International Business Machines Corp

Technology
1.05K
+ 10.52%
$175.1 - $223.38 $183K - $233K
11K $2.43M
ISRG
Intuitive Surgical Inc

Healthcare
240
+ 1.89%
$416.14 - $494.01 $99.9K - $119K
13K $6.36M
ATO
Atmos Energy Corp

Utilities
4.96K
+ 1110.99%
$114.08 - $138.75 $565K - $688K
5.4K $749K
DHI
Horton D R Inc

Consumer Cyclical
148
+ 1.11%
$135.21 - $197.06 $20K - $29.2K
13.5K $2.57M
TMUS
T Mobile Us, Inc.

Communication Services
26
+ 0.12%
$175.14 - $206.36 $4.55K - $5.37K
22.3K $4.6M
V
Visa Inc.

Financial Services
357
+ 0.8%
$253.74 - $291.56 $90.6K - $104K
44.9K $12.3M
KO
Coca Cola CO

Consumer Defensive
3.27K
+ 6.5%
$62.69 - $73.01 $205K - $239K
53.6K $3.85M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
27.8K
+ 12.39%
$23.75 - $23.75 $660K - $660K
252K $5.99M
COF
Capital One Financial Corp

Financial Services
230
+ 0.44%
$131.42 - $153.05 $30.2K - $35.2K
52.5K $7.86M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.74K
+ 3.83%
$75.32 - $84.37 $207K - $232K
74.3K $6.22M
IBDV
Ishares Tr

Technology
18.2K
+ 8.25%
$21.11 - $22.24 $384K - $405K
239K $5.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
245
+ 0.79%
$283.28 - $314.39 $69.4K - $77K
31.1K $9.78M
Activity Summary
Buys All Purchases 317 New Holdings 66 Increased Positions 251 Sells All Sells 357 Reductions 355 Sold out 2 Options Calls 0 Puts 0
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