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Interactive Brokers shares owned by Financial Strategies Group

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Financial Strategies Group from 13F filings

Historical chart of Financial Strategies Group investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $477k 2.6k 185.18
2024-09-30 $428k 2.8k 151.30
2024-06-30 $310k 2.5k 125.26

More positions owned by Financial Strategies Group

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Schwab Strategic Tr Fundamental Us L (FNDX)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Progressive Corporation (PGR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Jp Morgan Em Etf (LEMB)
Apple (AAPL)

View all positions for Financial Strategies Group

Top funds holding Interactive Brokers

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

View all funds holding Interactive Brokers