B. Riley Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.5M Buy
+24,447
New +$1.5M 0.07% 250
2024
Q4
$1.56M Sell
29,465
-8,613
-23% -$457K 0.05% 328
2024
Q3
$1.36M Buy
38,078
+9,266
+32% +$330K 0.04% 418
2024
Q2
$984K Buy
+28,812
New +$984K 0.03% 545