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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

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Quarterly reported holdings in Ishares Bitcoin Tr by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 101k 36.13
2024-06-30 $3.3M 96k 34.14
2024-03-31 $4.0M 98k 40.47

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Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)

View all positions for Kingswood Wealth Advisors

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