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IBEX Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

IBEX Wealth Advisors’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
2024
Q3 		– Sell
-171
Closed -$5.84K – 162
2024
Q2 		$5.84K Buy
+171
New +$6.39K ﹤0.01% 249

Other funds holding IBIT

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

IBEX Wealth Advisors's IBIT Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of iShares Bitcoin Trust (IBIT) in Q3 2024, closing a stake of 171 shares — an estimated $5.84K sold.

IBEX Wealth Advisors first reported a position in IBIT in Q2 2024 and held it in 1 quarter. The position peaked at $5.84K in Q2 2024. 676 funds tracked by Wall St. Rank hold IBIT as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining iShares Bitcoin Trust position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 171 iShares Bitcoin Trust shares in Q3 2024, an estimated $5.84K.
  • IBEX Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and held it in 1 quarter.
  • IBEX Wealth Advisors's iShares Bitcoin Trust position peaked at $5.84K in Q2 2024.
  • 676 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.