iShares S&P 500 Index shares owned by First United Bank & Trust
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by First United Bank & Trust
from 13F filings
Historical chart of First United Bank & Trust investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by First United Bank & Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by First United Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 6.7k | 669.30 |
| 2025-06-30 | $4.2M | 6.7k | 620.90 |
| 2025-03-31 | $3.8M | 6.7k | 561.90 |
| 2024-12-31 | $3.9M | 6.6k | 588.68 |
| 2024-09-30 | $3.8M | 6.6k | 576.82 |
| 2024-06-30 | $3.6M | 6.6k | 547.23 |
| 2024-03-31 | $3.5M | 6.6k | 525.73 |
| 2023-12-31 | $3.2M | 6.6k | 477.63 |
| 2023-09-30 | $2.9M | 6.7k | 429.42 |
| 2023-06-30 | $3.1M | 6.9k | 445.70 |
| 2023-03-31 | $2.7M | 6.6k | 411.07 |
| 2022-12-31 | $2.6M | 6.7k | 384.20 |
| 2022-09-30 | $2.4M | 6.8k | 358.69 |
| 2022-06-30 | $2.6M | 6.8k | 379.08 |
| 2022-03-31 | $3.3M | 7.2k | 453.62 |
| 2021-12-31 | $3.4M | 7.2k | 476.96 |
| 2021-09-30 | $3.1M | 7.3k | 430.85 |
| 2021-06-30 | $2.7M | 6.2k | 429.87 |
| 2021-03-31 | $2.9M | 7.4k | 397.78 |
| 2020-12-31 | $729k | 1.9k | 375.19 |
| 2020-09-30 | $334k | 994 | 336.02 |
| 2020-06-30 | $308k | 994 | 309.86 |
| 2020-03-31 | $495k | 1.9k | 258.35 |
| 2019-12-31 | $626k | 1.9k | 323.35 |
| 2019-09-30 | $573k | 1.9k | 298.28 |
| 2019-06-30 | $566k | 1.9k | 294.64 |
| 2019-03-31 | $547k | 1.9k | 284.45 |
| 2018-12-31 | $259k | 1.0k | 251.21 |
| 2018-09-30 | $302k | 1.0k | 292.92 |
| 2018-06-30 | $282k | 1.0k | 273.52 |