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Heritage Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Heritage Wealth Partners’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,235
Closed -$490K – 68
2024
Q4 		$490K Buy
+9,235
New +$436K 0.61% 34
2024
Q3 		– Sell
-18,557
Closed -$634K – 70
2024
Q2 		$634K Buy
+18,557
New +$693K 0.92% 27

Other funds holding IBIT

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $1.48B AUM 20.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Heritage Wealth Partners's IBIT Position: Q1 2025 in Review

Heritage Wealth Partners sold out of iShares Bitcoin Trust (IBIT) in Q1 2025, closing a stake of 9,235 shares — an estimated $490K sold.

Heritage Wealth Partners first reported a position in IBIT in Q2 2024 and held it in 2 quarters. The position peaked at $634K in Q2 2024. 1,184 funds tracked by Wall St. Rank hold IBIT as of Q1 2025.

  • Heritage Wealth Partners reported no remaining iShares Bitcoin Trust position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Partners sold 9,235 iShares Bitcoin Trust shares in Q1 2025, an estimated $490K.
  • Heritage Wealth Partners first reported a position in iShares Bitcoin Trust in Q2 2024 and held it in 2 quarters.
  • Heritage Wealth Partners's iShares Bitcoin Trust position peaked at $634K in Q2 2024.
  • 1,184 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.