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Interactive Brokers shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.9M 34k 87.04
2026-03-31 $2.1M 32k 67.07
2022-03-31 $253k 3.8k 65.94

More positions owned by Gladstone Institutional Advisory

NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust St Str P500etf (SPYM)
Spdr Series Trust St Inter Etf (SPTI)
Amazon (AMZN)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust ST STR P500GRW (SPYG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Microsoft Corporation (MSFT)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Gladstone Institutional Advisory

Top funds holding Interactive Brokers

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Geode Capital Management
Greenwich Wealth Management
Invesco
Vanguard Portfolio Management
Two Sigma Investments
Wellington Management Company
Kayne Anderson Rudnick Investment Management
Norges Bank Investment Management
Orbis Allan Gray
London & Capital Asset Management
Bank of America Corporation

View all funds holding Interactive Brokers