Interactive Brokers shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in Interactive Brokers
Tip: Access up to 7 years of quarterly data
All positions including Interactive Brokers held by Insight Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Interactive Brokers by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 19k | 139.36 |
| 2024-06-30 | $2.3M | 19k | 122.60 |
| 2024-03-31 | $2.1M | 19k | 111.71 |
| 2023-12-31 | $1.7M | 21k | 82.90 |
| 2023-09-30 | $1.7M | 20k | 86.56 |
| 2023-06-30 | $1.5M | 18k | 83.07 |
| 2023-03-31 | $1.5M | 18k | 82.56 |
| 2022-12-31 | $1.3M | 18k | 72.35 |