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Ishares Tr shares owned by Union Bankshares

Quarter-by-quarter ownership of Ishares Tr (IBMT) shares owned by Union Bankshares from 13F filings

Historical chart of Union Bankshares investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Union Bankshares consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Union Bankshares

Quarter filed Position value Share count Share price at filing
2025-09-30 $530k 21k 25.89
2025-06-30 $116k 4.6k 25.40

More positions owned by Union Bankshares

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares S&p 500 Index Fund Core S&p500 Etf (IVV)
Ishares S&p Midcap 400 Index Core S&p Mcp Etf (IJH)
Ishares Top 200 Growth Etf Rus Tp200 Gr Etf (IWY)
Ishares S&p Smallcap 600 Index Fund Core S&p Scp Etf (IJR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Ishares Russell Midcap Index Fund Rus Mid Cap Etf (IWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc B Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for Union Bankshares

Top funds holding Ishares Tr

Vishria Bird Financial Group
Jane Street
Quantum Financial Advisors
Helen Stephens Group
Leavell Investment Management
CliftonLarsonAllen Wealth Advisors
Massmutual Trust
Union Bankshares
Raymond James Financial
LBMC Investment Advisors
Hills Bank And Trust Company
Coldstream Capital Management
IFP Advisors
Rossmore Private Capital
Crews Bank & Trust

View all funds holding Ishares Tr