Purchases and Sales Made in Q2 2025 in Proshares Tr Bitcoin Strategy (BITO)
This table provides information about the institutional ownership of Proshares Tr Bitcoin Strategy (BITO) during Q2 2025. The information is specifically focused on institutions that hold shares of PROSHARES TR BITCOIN STRATEGY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
106+ 6.59% |
$1.77K - $2.48K
|
1.72K
$30.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
103New |
$1.72K - $2.41K
|
103
$1.84K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
100+ 140.85% |
$1.67K - $2.34K
|
171
$3.05K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
73+ 0.16% |
$1.22K - $1.71K
|
45.3K
$808K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
66+ 7.42% |
$1.1K - $1.55K
|
955
$17K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
62+ 5.42% |
$1.03K - $1.45K
|
1.21K
$21.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
55New |
$918 - $1.29K
|
55
$982
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
50New |
$835 - $1.17K
|
50
$893
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
48+ 26.82% |
$801 - $1.12K
|
227
$4.05K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
38+ 60.32% |
$634 - $890
|
101
$1.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 4.87% |
$217 - $305
|
280
$5K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 10.0% |
$100 - $141
|
66
$1.18K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5New |
$83.5 - $117
|
5
$89.3
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4New |
$66.8 - $93.7
|
4
$71.4
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
3+ 300.0% |
$50.1 - $70.3
|
4
$71.4
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 3.61% |
$50.1 - $70.3
|
86
$1.54K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
3+ 3.85% |
$50.1 - $70.3
|
81
$1.45K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1New |
$16.7 - $23.4
|
1
$17.9
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-11- 5.21% |
$184 - $258
|
200
$3.57K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30- 0.06% |
$501 - $703
|
51.2K
$914K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-37- 52.86% |
$618 - $867
|
33
$589
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-113- 22.03% |
$1.89K - $2.65K
|
400
$7.14K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-121- 14.67% |
$2.02K - $2.84K
|
704
$12.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-129- 0.87% |
$2.15K - $3.02K
|
14.6K
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-311- 23.05% |
$5.19K - $7.29K
|
1.04K
$18.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-354- 69.28% |
$5.91K - $8.29K
|
157
$2.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-381- 94.31% |
$6.36K - $8.93K
|
23
$411
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-425- 0.08% |
$7.09K - $9.96K
|
511K
$9.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-505- 1.31% |
$8.43K - $11.8K
|
38K
$678K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-572- 54.58% |
$9.55K - $13.4K
|
476
$8.5K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-644- 2.2% |
$10.7K - $15.1K
|
28.6K
$510K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-805- 74.61% |
$13.4K - $18.9K
|
274
$4.89K
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-1.85K- 12.0% |
$30.9K - $43.3K
|
13.6K
$242K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.03K- 80.8% |
$33.9K - $47.6K
|
483
$8.62K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.15K- 52.4% |
$35.9K - $50.4K
|
1.96K
$34.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-2.25K- 0.44% |
$37.6K - $52.8K
|
511K
$9.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.89K- 91.78% |
$48.3K - $67.8K
|
259
$4.62K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-3K- 30.0% |
$50.1K - $70.3K
|
7K
$125K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3.5K- 21.71% |
$58.4K - $82K
|
12.6K
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-3.7K- 15.16% |
$61.8K - $86.7K
|
20.7K
$370K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.73K- 8.62% |
$62.3K - $87.5K
|
39.6K
$707K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4K- 24.69% |
$66.8K - $93.8K
|
12.2K
$218K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-6.15K- 3.01% |
$103K - $144K
|
198K
$3.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.38K- 28.97% |
$107K - $150K
|
15.7K
$279K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-8.18K- 25.03% |
$136K - $192K
|
24.5K
$437K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11K- 39.8% |
$184K - $258K
|
16.7K
$297K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.6K- 32.1% |
$194K - $273K
|
24.6K
$440K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-14.2K- 99.9% |
$237K - $332K
|
14
$250
|