Arete Wealth Advisors, LLC ISHARES BITCOIN TRUST ETF Transaction History

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025
Number of Shares
70,335
Previous 30,744 128.78%
Holding current value
$4.32 Million
Previous $1.44 Million 200.21%
% of portfolio
0.31%
Previous 0.11%

Shares

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

Aug 14, 2025
BUY
N/A
39,591 Added 128.78%
70,335 $4.32 Million
Q1 2025

May 15, 2025
BUY
N/A
7,613 Added 32.91%
30,744 $1.44 Million
Q4 2024

Feb 12, 2025
BUY
N/A
9,304 Added 67.29%
23,131 $1.23 Million
Q3 2024

Nov 14, 2024
SELL
N/A
-2,050 Reduced 12.91%
13,827 $499,000
Q2 2024

Aug 13, 2024
BUY
N/A
2,501 Added 18.7%
15,877 $543,000
Q1 2024

May 15, 2024
BUY
N/A
13,376 New
13,376 $0
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