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Ishares Bitcoin Tr shares owned by Williams Jones Wealth Management

Quarter-by-quarter ownership of Ishares Bitcoin Tr (IBIT) shares owned by Williams Jones Wealth Management from 13F filings

Historical chart of Williams Jones Wealth Management investment in Ishares Bitcoin Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Bitcoin Tr by Williams Jones Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 19k 65.00
2025-06-30 $987k 16k 61.21
2025-03-31 $245k 5.2k 46.81
2024-09-30 $545k 15k 36.13
2024-06-30 $497k 15k 34.14
2024-03-31 $484k 12k 40.47