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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
2025-06-30 $713k 12k 58.60
2025-03-31 $550k 3.2k 173.41
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 Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Portfolio Agrgte (SPAB)
Fidelity Covington Trust Enhanced Intl (FENI)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Fundamental Us L (FNDX)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Hca Holdings (HCA)
Progressive Corporation (PGR)
JPMorgan Chase & Co. (JPM)

View all positions for Financial Strategies Group

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