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Interactive Brokers shares owned by CWM Advisors

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

Historical chart of CWM Advisors investment in Interactive Brokers

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

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Quarterly reported holdings in Interactive Brokers by CWM Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 46k 139.36
2024-06-30 $5.3M 43k 122.60
2024-03-31 $5.5M 49k 111.71
2023-12-31 $3.8M 46k 82.90
2023-09-30 $3.9M 45k 86.56
2023-06-30 $4.8M 58k 83.07
2023-03-31 $4.6M 56k 82.56
2022-12-31 $3.7M 51k 72.35
2022-09-30 $373k 5.8k 63.90
2022-06-30 $367k 6.7k 55.02
2022-03-31 $435k 6.6k 65.96
2021-12-31 $538k 6.8k 79.44
2021-09-30 $350k 5.6k 62.40