iShares Bitcoin Trust ETF $IBIT Shares Purchased by Upper Left Wealth Management LLC

Upper Left Wealth Management LLC boosted its holdings in iShares Bitcoin Trust ETF (NASDAQ:IBIT) by 34.1% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 151,374 shares of the company’s stock after acquiring an additional 38,466 shares during the quarter. iShares Bitcoin Trust ETF accounts for approximately 3.4% of Upper Left Wealth Management LLC’s investment portfolio, making the stock its 9th biggest holding. Upper Left Wealth Management LLC’s holdings in iShares Bitcoin Trust ETF were worth $5,816,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC purchased a new stake in shares of iShares Bitcoin Trust ETF in the fourth quarter worth approximately $711,000. Bison Wealth LLC purchased a new position in shares of iShares Bitcoin Trust ETF during the fourth quarter valued at approximately $3,140,000. Royal Bank of Canada boosted its position in shares of iShares Bitcoin Trust ETF by 3.6% during the first quarter. Royal Bank of Canada now owns 61,926 shares of the company’s stock valued at $2,898,000 after buying an additional 2,148 shares during the last quarter. Jones Financial Companies Lllp grew its holdings in iShares Bitcoin Trust ETF by 427.2% during the first quarter. Jones Financial Companies Lllp now owns 2,172 shares of the company’s stock worth $102,000 after buying an additional 1,760 shares in the last quarter. Finally, Sivia Capital Partners LLC bought a new stake in iShares Bitcoin Trust ETF during the second quarter worth $357,000.

iShares Bitcoin Trust ETF Price Performance

NASDAQ IBIT opened at $35.62 on Monday. The business has a fifty day simple moving average of $41.54 and a 200 day simple moving average of $43.69. iShares Bitcoin Trust ETF has a 12 month low of $33.48 and a 12 month high of $71.82.

About iShares Bitcoin Trust ETF

The IShares Bitcoin Trust Registered (IBIT) is an exchange-traded fund that mostly invests in long btc, short usd currency. The fund is a passively managed fund that seeks to track the spot price of Bitcoin. IBIT was launched on Jan 5, 2024 and is issued by BlackRock.