O'Neil Global Advisors, Inc. IBIT Holdings History
Number of Shares
148,885.00
Current Holdings Value*
$6.97 Mil
% of Portfolio
13.18%
Total Estimate Gain
$2.49 Mil
% of Total Estimate Gain
33.25%
O'Neil Global Advisors, Inc.'s ISHARES BITCOIN TR Holding Summary
As of 2025-03-31, O'Neil Global Advisors, Inc. held 148,885.00 shares of ISHARES BITCOIN TR(IBIT), totaling $6.97 Mil. This investment constitutes 13.18% of their stock portfolio, and O'Neil Global Advisors, Inc. now holds 0.01% of the outstanding ISHARES BITCOIN TR(IBIT) stock.
The initial trade took place in 2024Q3. And since then O'Neil Global Advisors, Inc. has made 3 purchases of IBIT, at an average price of $50.35, for a total of 148,885.00 shares. Based on historical transaction data and IBIT's current price of $67.09, O'Neil Global Advisors, Inc.'s estimated gain on his IBIT holdings is $2.49 Mil, reflecting a 33.25% gain to date.
O'Neil Global Advisors, Inc. IBIT ($67.09) Holding Chart
O'Neil Global Advisors, Inc. IBIT ($67.09) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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