Breakwater Investment Management »

Interactive Brokers shares owned by Breakwater Investment Management

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Breakwater Investment Management from 13F filings

Historical chart of Breakwater Investment Management investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Breakwater Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Interactive Brokers by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $859 7 122.71
2024-06-30 $859 7 122.71
2024-03-31 $782 7 111.71

More positions owned by Breakwater Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Breakwater Investment Management

Top funds holding Interactive Brokers

Vanguard Group
BlackRock
BlackRock
Jpmorgan Chase & Co
Kayne Anderson Rudnick Investment Management
Egerton Capital
Cantillon Capital Mgnt
State Street Corporation
Greenwich Wealth Management
Geode Capital Management
Jarislowsky, Fraser
Morgan Stanley
Marshall Wace
Neuberger Berman Group
Bank of America Corporation

View all funds holding Interactive Brokers