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Interactive Brokers shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.0k 63 111.71
2023-12-31 $5.2k 63 82.90
2023-09-30 $18k 211 86.56
2023-06-30 $12k 144 83.07