Whalen Wealth Management Inc. ISHARES BITCOIN TRUST ETF Transaction History

Whalen Wealth Management Inc.

  • $159 Billion
  • Q2 2025
Number of Shares
12,652
Previous 23,911 47.09%
Holding current value
$774 Million
Previous $1.12 Billion 30.81%
% of portfolio
0.49%
Previous 0.75%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
N/A
-11,259 Reduced 47.09%
12,652 $774 Million
Q1 2025

Apr 22, 2025
BUY
N/A
18,660 Added 355.36%
23,911 $1.12 Billion
Q4 2024

Jan 17, 2025
BUY
N/A
5,251 New
5,251 $279 Million
Q2 2024

Aug 01, 2024
BUY
N/A
731 Added 9.22%
8,656 $296 Million
Q1 2024

Apr 24, 2024
BUY
N/A
7,925 New
7,925 $321 Million
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