Ishares Bitcoin Tr shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Ishares Bitcoin Tr (IBIT) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Ishares Bitcoin Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Bitcoin Tr held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Bitcoin Tr by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 105k | 65.00 |
| 2025-06-30 | $6.3M | 103k | 61.21 |
| 2025-03-31 | $4.7M | 101k | 46.86 |
| 2024-12-31 | $5.3M | 99k | 53.05 |
| 2024-09-30 | $3.7M | 101k | 36.13 |
| 2024-06-30 | $3.3M | 96k | 34.14 |
| 2024-03-31 | $4.0M | 98k | 40.47 |