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
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Quarterly reported holdings in Interactive Brokers by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 43k | 68.81 |
| 2025-06-30 | $2.6M | 46k | 56.32 |
| 2025-03-31 | $2.4M | 15k | 165.59 |
| 2024-12-31 | $2.7M | 15k | 176.68 |
| 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 |