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Interactive Brokers shares owned by Dumont & Blake Investment Advisors

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Dumont & Blake Investment Advisors from 13F filings

Historical chart of Dumont & Blake Investment Advisors investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Dumont & Blake Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Dumont & Blake Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 32k 68.81
2025-06-30 $1.8M 33k 55.41
2025-03-31 $1.3M 8.0k 165.59
2024-12-31 $1.7M 9.5k 176.67
2024-06-30 $2.3M 19k 122.60

More positions owned by Dumont & Blake Investment Advisors

SPDR S&P 500 ETF Trust Ind (SPY)
Invesco QQQ Trust Series 1 Ind (QQQ)
Apple (AAPL)
Invesco S&P 500 Equal Weight E Ind (RSP)
Microsoft Corporation (MSFT)
SPDR S&P MidCap 400 ETF Trust Ind (MDY)
Schwab S&P 500 Index Fund Ind (SWPPX)
iShares DJ Select Dividend Ind Etf (DVY)
iShares Russell 2000 Index Fun Ind (IWM)
iShares S&P 500 Growth Etf (IVW)
Vanguard High Dividend Yield E Etf (VYM)
iShares Russell Microcap Index Ind (IWC)
Alphabet Inc Class A cs (GOOGL)
Technology SPDR (XLK)
Select Sector Spdr Tr Communic etfeqty (XLC)

View all positions for Dumont & Blake Investment Advisors

Top funds holding Interactive Brokers

Vanguard Group
BlackRock
State Street Corporation
Cantillon Capital Mgnt
Kayne Anderson Rudnick Investment Management
Wellington Management Company
Greenwich Wealth Management
Geode Capital Management
Orbis Allan Gray
Jpmorgan Chase & Co
Egerton Capital
FMR
American Century Companies
Invesco
J O Hambro Investment Management

View all funds holding Interactive Brokers