Interactive Brokers shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Interactive Brokers
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Quarterly reported holdings in Interactive Brokers by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $424k | 3.8k | 111.70 |
| 2023-12-31 | $321k | 3.9k | 82.90 |
| 2022-12-31 | $999k | 14k | 72.35 |
| 2022-09-30 | $389k | 6.1k | 63.96 |
| 2022-06-30 | $322k | 5.8k | 55.01 |
| 2022-03-31 | $332k | 5.0k | 65.86 |
| 2021-09-30 | $153k | 2.5k | 62.30 |
| 2021-06-30 | $135k | 2.1k | 65.53 |
| 2021-03-31 | $61k | 839 | 72.71 |
More positions owned by Heritage Wealth Management
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