Whalen Wealth Management Inc. ISHARES BITCOIN TRUST ETF Transaction History

Whalen Wealth Management Inc.

  • $171 Billion
  • Q3 2025
Number of Shares
17,313
Previous 12,652 36.84%
Holding current value
$1.13 Billion
Previous $774 Million 45.31%
% of portfolio
0.66%
Previous 0.49%

Shares

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

Oct 09, 2025
BUY
N/A
4,661 Added 36.84%
17,313 $1.13 Billion
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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