iShares Bitcoin Trust ETF $IBIT Stock Holdings Lifted by Heritage Family Offices LLP

Heritage Family Offices LLP increased its holdings in iShares Bitcoin Trust ETF (NASDAQ:IBIT) by 51.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 42,252 shares of the company’s stock after buying an additional 14,281 shares during the period. iShares Bitcoin Trust ETF comprises approximately 1.0% of Heritage Family Offices LLP’s holdings, making the stock its 20th biggest position. Heritage Family Offices LLP’s holdings in iShares Bitcoin Trust ETF were worth $2,098,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. StoneX Group Inc. raised its position in shares of iShares Bitcoin Trust ETF by 41.2% during the 2nd quarter. StoneX Group Inc. now owns 71,076 shares of the company’s stock worth $4,347,000 after purchasing an additional 20,755 shares during the period. Caprock Group LLC bought a new stake in shares of iShares Bitcoin Trust ETF in the 3rd quarter worth approximately $1,536,000. Finer Wealth Management Inc. boosted its position in iShares Bitcoin Trust ETF by 136.2% during the 2nd quarter. Finer Wealth Management Inc. now owns 39,668 shares of the company’s stock valued at $2,428,000 after purchasing an additional 22,872 shares during the period. Kingstone Capital Partners Texas LLC grew its stake in iShares Bitcoin Trust ETF by 50.6% during the 3rd quarter. Kingstone Capital Partners Texas LLC now owns 64,924 shares of the company’s stock worth $4,220,000 after buying an additional 21,815 shares during the last quarter. Finally, Calamos Wealth Management LLC grew its stake in iShares Bitcoin Trust ETF by 81.0% during the 3rd quarter. Calamos Wealth Management LLC now owns 49,258 shares of the company’s stock worth $3,202,000 after buying an additional 22,045 shares during the last quarter.

iShares Bitcoin Trust ETF Stock Down 1.9%

Shares of NASDAQ IBIT opened at $39.28 on Wednesday. iShares Bitcoin Trust ETF has a 1-year low of $35.30 and a 1-year high of $71.82. The business’s fifty day moving average price is $42.51 and its two-hundred day moving average price is $52.29.

iShares Bitcoin Trust ETF 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.