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Ishares Bitcoin Tr shares owned by West Financial Advisors

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

Historical chart of West Financial Advisors investment in Ishares Bitcoin Tr

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

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Quarterly reported holdings in Ishares Bitcoin Tr by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $918k 14k 65.00
2025-06-30 $75k 1.2k 61.21
2025-03-31 $58k 1.2k 46.81
2024-12-31 $65k 1.2k 53.05
2024-09-30 $40k 1.1k 36.13

More positions owned by West Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

Top funds holding Ishares Bitcoin Tr

Jane Street
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Millennium Management
Castle Hook Partners
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Symmetry Investments
Weiss Asset Management LP[1
BlackRock
Belvedere Trading
Capula Management
Hudson Bay Capital Management
Mubadala Investment Co PJSC

View all funds holding Ishares Bitcoin Tr