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Ishares Bitcoin Tr shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Ishares Bitcoin Tr (IBIT) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Ishares Bitcoin Tr

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All positions including Ishares Bitcoin Tr held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Bitcoin Tr by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 52k 65.00
2025-06-30 $1.5M 25k 61.21
2025-03-31 $1.0M 22k 46.81
2024-12-31 $862k 16k 53.05
2024-09-30 $436k 12k 36.13
2024-06-30 $287k 7.7k 37.18
2024-03-31 $258k 7.7k 33.57