iShares Bitcoin Trust (NASDAQ:IBIT) Stock Position Increased by Copperleaf Capital LLC

Copperleaf Capital LLC lifted its holdings in shares of iShares Bitcoin Trust (NASDAQ:IBIT) by 146.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 401,427 shares of the company’s stock after buying an additional 238,264 shares during the quarter. iShares Bitcoin Trust comprises 13.5% of Copperleaf Capital LLC’s investment portfolio, making the stock its biggest position. Copperleaf Capital LLC owned about 0.06% of iShares Bitcoin Trust worth $21,296,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Truist Financial Corp lifted its stake in iShares Bitcoin Trust by 17.2% in the 2nd quarter. Truist Financial Corp now owns 9,801 shares of the company’s stock worth $335,000 after purchasing an additional 1,436 shares in the last quarter. Creative Planning lifted its stake in iShares Bitcoin Trust by 0.9% in the 3rd quarter. Creative Planning now owns 186,104 shares of the company’s stock worth $6,724,000 after purchasing an additional 1,632 shares in the last quarter. NBC Securities Inc. purchased a new stake in iShares Bitcoin Trust in the 3rd quarter worth approximately $89,000. Trust Co. of Vermont lifted its stake in iShares Bitcoin Trust by 152.9% in the 3rd quarter. Trust Co. of Vermont now owns 1,644 shares of the company’s stock worth $59,000 after purchasing an additional 994 shares in the last quarter. Finally, AlphaMark Advisors LLC purchased a new stake in iShares Bitcoin Trust in the 3rd quarter worth approximately $81,000.

iShares Bitcoin Trust Trading Up 1.1 %

NASDAQ IBIT opened at $55.33 on Friday. iShares Bitcoin Trust has a 1 year low of $28.23 and a 1 year high of $61.75. The company’s 50 day simple moving average is $56.25 and its two-hundred day simple moving average is $45.46.

iShares Bitcoin Trust 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.