iShares S&P 500 Value Index shares owned by Union Bankshares
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Union Bankshares
from 13F filings
Historical chart of Union Bankshares investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Union Bankshares consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Union Bankshares
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $326k | 1.7k | 197.17 |
| 2024-06-30 | $301k | 1.7k | 182.01 |
| 2024-03-31 | $309k | 1.7k | 186.81 |
| 2023-12-31 | $287k | 1.7k | 173.89 |
| 2023-09-30 | $254k | 1.7k | 153.84 |
| 2023-06-30 | $266k | 1.7k | 161.19 |