Interactive Brokers shares owned by Advisor OS
Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Advisor OS
from 13F filings
Historical chart of Advisor OS investment in Interactive Brokers
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Quarterly reported holdings in Interactive Brokers by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $870k | 13k | 68.81 |
| 2025-06-30 | $829k | 15k | 55.41 |
| 2025-03-31 | $752k | 4.5k | 165.59 |
| 2024-12-31 | $893k | 5.1k | 176.67 |
| 2024-09-30 | $1.1M | 7.6k | 139.36 |
| 2024-06-30 | $1.3M | 11k | 122.61 |
| 2024-03-31 | $1.2M | 11k | 111.71 |
| 2023-12-31 | $780k | 9.4k | 82.90 |
| 2023-09-30 | $862k | 10k | 86.56 |
| 2023-06-30 | $1.1M | 13k | 83.07 |
| 2023-03-31 | $989k | 12k | 82.56 |
| 2022-12-31 | $827k | 11k | 72.35 |
| 2022-09-30 | $711k | 11k | 63.89 |
| 2022-06-30 | $579k | 11k | 54.86 |
| 2022-03-31 | $638k | 9.6k | 66.20 |
| 2021-12-31 | $685k | 8.6k | 79.88 |
| 2021-09-30 | $481k | 7.8k | 61.96 |
| 2021-06-30 | $434k | 6.6k | 65.80 |
| 2021-03-31 | $277k | 3.8k | 72.78 |