iShares Bitcoin Trust (NASDAQ:IBIT) Holdings Boosted by Upper Left Wealth Management LLC

Upper Left Wealth Management LLC boosted its stake in iShares Bitcoin Trust (NASDAQ:IBIT) by 4.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 89,330 shares of the company’s stock after buying an additional 3,884 shares during the quarter. iShares Bitcoin Trust makes up approximately 4.1% of Upper Left Wealth Management LLC’s portfolio, making the stock its 6th largest holding. Upper Left Wealth Management LLC’s holdings in iShares Bitcoin Trust were worth $4,739,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Union Savings Bank purchased a new stake in iShares Bitcoin Trust during the 4th quarter valued at about $25,000. City Holding Co. grew its position in shares of iShares Bitcoin Trust by 95.2% in the fourth quarter. City Holding Co. now owns 488 shares of the company’s stock valued at $26,000 after purchasing an additional 238 shares in the last quarter. Asset Dedication LLC increased its holdings in shares of iShares Bitcoin Trust by 52.4% in the third quarter. Asset Dedication LLC now owns 811 shares of the company’s stock valued at $29,000 after purchasing an additional 279 shares during the last quarter. PSI Advisors LLC purchased a new position in iShares Bitcoin Trust during the fourth quarter worth approximately $30,000. Finally, Glass Jacobson Investment Advisors llc boosted its stake in iShares Bitcoin Trust by 40.2% during the third quarter. Glass Jacobson Investment Advisors llc now owns 1,060 shares of the company’s stock worth $38,000 after buying an additional 304 shares during the last quarter.

iShares Bitcoin Trust Trading Up 0.6 %

NASDAQ IBIT opened at $59.72 on Friday. The business’s fifty day simple moving average is $56.09 and its 200-day simple moving average is $43.91. iShares Bitcoin Trust has a 52 week low of $24.13 and a 52 week high of $61.75.

iShares Bitcoin Trust Company Profile

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.