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Interactive Brokers shares owned by Ibex Wealth Advisors

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Ibex Wealth Advisors from 13F filings

Historical chart of Ibex Wealth Advisors investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Ibex Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 146k 68.81
2025-06-30 $7.9M 142k 55.41
2025-03-31 $5.7M 35k 165.59
2024-12-31 $5.5M 31k 176.67
2024-06-30 $3.3M 27k 122.60
2021-12-31 $306k 3.8k 79.54