Bernardo Wealth Planning LLC Buys New Position in iShares Bitcoin Trust ETF $IBIT

Bernardo Wealth Planning LLC purchased a new stake in iShares Bitcoin Trust ETF (NASDAQ:IBIT) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 3,766 shares of the company’s stock, valued at approximately $231,000.

Several other large investors have also bought and sold shares of the stock. Brighton Jones LLC bought a new stake in shares of iShares Bitcoin Trust ETF in the 4th quarter worth $711,000. Bison Wealth LLC purchased a new position in iShares Bitcoin Trust ETF during the fourth quarter worth about $3,140,000. Modera Wealth Management LLC grew its position in iShares Bitcoin Trust ETF by 9.1% in the 1st quarter. Modera Wealth Management LLC now owns 13,940 shares of the company’s stock worth $653,000 after purchasing an additional 1,157 shares in the last quarter. NorthRock Partners LLC increased its stake in iShares Bitcoin Trust ETF by 41.3% in the 1st quarter. NorthRock Partners LLC now owns 7,312 shares of the company’s stock valued at $342,000 after buying an additional 2,136 shares during the last quarter. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in shares of iShares Bitcoin Trust ETF by 61.0% during the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 12,819 shares of the company’s stock worth $600,000 after buying an additional 4,859 shares in the last quarter.

iShares Bitcoin Trust ETF Stock Performance

Shares of NASDAQ IBIT opened at $51.55 on Friday. The stock’s 50 day moving average price is $60.47 and its 200-day moving average price is $62.36. iShares Bitcoin Trust ETF has a twelve month low of $42.98 and a twelve month high of $71.82.

iShares Bitcoin Trust ETF Profile

The IShares Bitcoin Trust Registered (IBIT) is an exchange-traded fund that mostly invests in long btc, short usd currency. The fund is a passively managed fund that seeks to track the spot price of Bitcoin. IBIT was launched on Jan 5, 2024 and is issued by BlackRock.