Envestnet Asset Management »

Interactive Brokers shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Interactive Brokers by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $48M 343k 139.36
2024-06-30 $41M 330k 122.60
2024-03-31 $39M 349k 111.71
2023-09-30 $24M 281k 86.56
2023-06-30 $22M 263k 83.07
2023-03-31 $27M 332k 82.56
2022-12-31 $17M 235k 72.35
2022-09-30 $14M 214k 63.91
2022-06-30 $12M 211k 55.01
2022-03-31 $14M 207k 65.91
2021-12-31 $15M 182k 79.42
2021-09-30 $10M 166k 62.34
2021-06-30 $11M 161k 65.73
2021-03-31 $11M 146k 73.04
2020-12-31 $4.5M 73k 60.92
2020-09-30 $3.0M 62k 48.33
2020-06-30 $2.1M 50k 41.77
2020-03-31 $2.0M 46k 43.18
2019-12-31 $1.9M 41k 46.63
2019-09-30 $2.2M 41k 53.75
2019-06-30 $2.1M 39k 54.36
2019-03-31 $1.7M 33k 51.91
2018-06-30 $26k 393 66.16
2018-03-31 $30k 439 68.34
2017-12-31 $22k 367 59.95
2017-09-30 $17k 367 46.32
2017-06-30 $33k 904 36.50
2017-03-31 $34k 993 34.24
2016-12-31 $200k 5.5k 36.61
2016-09-30 $201k 5.7k 35.32
2016-06-30 $350k 9.9k 35.41
2016-03-31 $423k 11k 39.32
2015-12-31 $453k 10k 43.63
2015-09-30 $336k 8.5k 39.51
2015-06-30 $322k 7.8k 41.53
2014-12-31 $3.0k 99 30.30
2013-12-31 $999 33 30.30

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset 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