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Ishares Bitcoin Tr shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Ishares Bitcoin Tr (IBIT) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Ishares Bitcoin Tr

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All positions including Ishares Bitcoin Tr held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Bitcoin Tr by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $14k 400 33.74
2024-06-30 $15k 400 36.32

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
American Express Company (AXP)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ea Series Trust Us Quan Value (QVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Kathleen S. Wright Associates

Top funds holding Ishares Bitcoin Tr

IMC-Chicago
Capula Management
Goldman Sachs Group
Aristeia Capital
Morgan Stanley
Schonfeld Strategic Advisors
OZ Management
Avenir Tech
Graham Capital Management
BlackRock
CRCM
Hound Partners
Susquehanna International
D. E. Shaw & Co
Pine Ridge Advisers

View all funds holding Ishares Bitcoin Tr