iShares S&P 500 Index shares owned by Union Bankshares
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Union Bankshares
from 13F filings
Historical chart of Union Bankshares investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by Union Bankshares
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $7.6M | 13k | 588.68 |
| 2024-09-30 | $7.4M | 13k | 576.82 |
| 2024-06-30 | $5.9M | 11k | 547.23 |
| 2024-03-31 | $3.3M | 6.2k | 525.73 |
| 2023-12-31 | $2.8M | 5.9k | 477.63 |
| 2023-09-30 | $2.5M | 5.9k | 429.43 |
| 2023-06-30 | $2.7M | 6.0k | 445.71 |
| 2023-03-31 | $2.5M | 6.0k | 411.08 |
| 2022-12-31 | $2.3M | 6.1k | 384.21 |
| 2022-09-30 | $2.4M | 6.7k | 358.38 |
| 2022-06-30 | $2.7M | 7.2k | 381.50 |
| 2022-03-31 | $3.3M | 7.2k | 450.87 |
| 2021-12-31 | $3.5M | 7.3k | 479.77 |
| 2021-09-30 | $3.1M | 7.3k | 430.83 |
| 2021-06-30 | $3.3M | 7.6k | 429.91 |
| 2021-03-31 | $3.1M | 7.9k | 397.84 |
| 2020-12-31 | $3.0M | 8.0k | 375.42 |
| 2020-09-30 | $2.8M | 8.2k | 336.00 |
| 2020-06-30 | $2.6M | 8.5k | 309.70 |
| 2020-03-31 | $2.2M | 8.7k | 258.39 |
| 2019-12-31 | $992k | 3.1k | 323.34 |
| 2019-09-30 | $881k | 3.0k | 298.64 |
| 2019-06-30 | $870k | 3.0k | 294.92 |
| 2019-03-31 | $839k | 3.0k | 284.41 |
| 2018-12-31 | $635k | 2.5k | 251.49 |
| 2018-09-30 | $739k | 2.5k | 292.67 |
| 2018-06-30 | $718k | 2.6k | 272.90 |
| 2018-03-31 | $698k | 2.6k | 265.30 |
| 2017-12-31 | $748k | 2.8k | 268.97 |
| 2017-09-30 | $757k | 3.0k | 253.09 |
| 2017-06-30 | $771k | 3.2k | 243.53 |
| 2017-03-31 | $850k | 3.6k | 237.36 |
| 2016-12-31 | $838k | 3.7k | 224.91 |
| 2016-09-30 | $951k | 4.4k | 217.67 |
| 2016-06-30 | $925k | 4.4k | 210.56 |
| 2016-03-31 | $1.1M | 5.3k | 206.60 |
| 2015-12-31 | $1.2M | 5.6k | 204.82 |