Modern Wealth Management, LLC ISHARES BITCOIN TRUST ETF Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Number of Shares
20,142
Previous 13,209 52.49%
Holding current value
$1.31 Billion
Previous $0 Infinity%
% of portfolio
0.03%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
6,933 Added 52.49%
20,142 $1.31 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
6,195 Added 88.32%
13,209 $0
Q1 2025

May 15, 2025
SELL
N/A
-346 Reduced 4.7%
7,014 $328 Million
Q4 2024

May 30, 2025
SELL
N/A
-1,226 Reduced 17.48%
5,788 $0
Q4 2024

May 29, 2025
SELL
N/A
-1,726 Reduced 24.61%
5,288 $0
Q4 2024

Feb 11, 2025
BUY
N/A
7,360 New
7,360 $408 Million
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