Balance Wealth, LLC ISHARES BITCOIN TRUST ETF Transaction History

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025
Number of Shares
5,768
Previous 4,094 40.89%
Holding current value
$286 Million
Previous $266 Million 7.63%
% of portfolio
0.09%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
N/A
1,674 Added 40.89%
5,768 $286 Million
Q3 2025

Oct 20, 2025
BUY
N/A
687 Added 20.16%
4,094 $266 Million
Q2 2025

Aug 13, 2025
BUY
N/A
3,407 New
3,407 $209 Million
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