Number of Shares
148,885.00
Current Holdings Value*
$6.97 Mil
% of Portfolio
13.18%
Total Estimate Gain
$2.58 Mil
% of Total Estimate Gain
34.37%

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 $67.66, O'Neil Global Advisors, Inc.'s estimated gain on his IBIT holdings is $2.58 Mil, reflecting a 34.37% gain to date.

O'Neil Global Advisors, Inc. IBIT ($67.66) Holding Chart

O'Neil Global Advisors, Inc. IBIT ($67.66) 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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