Principia Wealth Advisory LLC Grows Stake in iShares Bitcoin Trust ETF $IBIT

Principia Wealth Advisory LLC grew its holdings in shares of iShares Bitcoin Trust ETF (NASDAQ:IBIT) by 388.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 59,798 shares of the company’s stock after purchasing an additional 47,567 shares during the period. iShares Bitcoin Trust ETF makes up about 0.4% of Principia Wealth Advisory LLC’s portfolio, making the stock its 28th biggest holding. Principia Wealth Advisory LLC’s holdings in iShares Bitcoin Trust ETF were worth $1,992,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the business. Marshall & Sterling Wealth Advisors Inc. raised its stake in iShares Bitcoin Trust ETF by 12,500.0% in the fourth quarter. Marshall & Sterling Wealth Advisors Inc. now owns 504 shares of the company’s stock valued at $25,000 after buying an additional 500 shares during the last quarter. Vermillion & White Wealth Management Group LLC grew its stake in shares of iShares Bitcoin Trust ETF by 637.5% during the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 531 shares of the company’s stock worth $26,000 after acquiring an additional 459 shares during the last quarter. Sfam LLC purchased a new stake in shares of iShares Bitcoin Trust ETF during the fourth quarter worth about $26,000. Allied Private Wealth LLC acquired a new position in shares of iShares Bitcoin Trust ETF during the second quarter valued at about $28,000. Finally, Semmax Financial Advisors Inc. increased its holdings in shares of iShares Bitcoin Trust ETF by 135.9% during the second quarter. Semmax Financial Advisors Inc. now owns 493 shares of the company’s stock valued at $33,000 after acquiring an additional 284 shares in the last quarter.

iShares Bitcoin Trust ETF Price Performance

Shares of iShares Bitcoin Trust ETF stock opened at $45.23 on Monday. The company has a 50 day moving average price of $38.08 and a 200 day moving average price of $39.44. iShares Bitcoin Trust ETF has a 52 week low of $32.84 and a 52 week high of $71.82.

iShares Bitcoin Trust ETF Company 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.