Curio Wealth LLC Makes New Investment in iShares Bitcoin Trust (NASDAQ:IBIT)

Curio Wealth LLC bought a new position in iShares Bitcoin Trust (NASDAQ:IBIT) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 889 shares of the company’s stock, valued at approximately $47,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Union Savings Bank acquired a new stake in iShares Bitcoin Trust in the fourth quarter worth approximately $25,000. Vision Financial Markets LLC acquired a new stake in iShares Bitcoin Trust in the fourth quarter worth approximately $25,000. City Holding Co. lifted its position in iShares Bitcoin Trust by 95.2% in the fourth quarter. City Holding Co. now owns 488 shares of the company’s stock worth $26,000 after purchasing an additional 238 shares during the period. Stephens Consulting LLC lifted its position in iShares Bitcoin Trust by 62.8% in the fourth quarter. Stephens Consulting LLC now owns 490 shares of the company’s stock worth $26,000 after purchasing an additional 189 shares during the period. Finally, Crewe Advisors LLC lifted its position in iShares Bitcoin Trust by 151.0% in the fourth quarter. Crewe Advisors LLC now owns 502 shares of the company’s stock worth $27,000 after purchasing an additional 302 shares during the period.

iShares Bitcoin Trust Stock Performance

IBIT opened at $48.06 on Tuesday. iShares Bitcoin Trust has a 1-year low of $28.23 and a 1-year high of $61.75. The business has a 50 day moving average price of $53.82 and a two-hundred day moving average price of $47.88.

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.