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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

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 202502M4M6M20k40k60k
Value ($)Share countHistorical IBKR position of CWM Advisors Source: stockzoa.comValue ($)Share count

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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
2024-12-31 $7.0M 40k 176.67
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