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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

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Quarterly reported holdings in Interactive Brokers by Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
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

More positions owned by Insight Wealth Strategies

Ishares Tr Pfd And Incm Sec (PFF)
Chevron Corporation (CVX)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Min Vol (USMV)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Insight Wealth Strategies

Top funds holding Interactive Brokers

Vanguard Group
Orbis Allan Gray
Cantillon Capital Mgnt
Marshall Wace
Greenwich Wealth Management
Bares Capital Management
Jarislowsky, Fraser
Jpmorgan Chase & Co
Neuberger Berman Group
Citadel Advisors
Norges Bank Investment Management
Bank of New York Mellon
Wells Fargo & Company
Goldman Sachs Group
Coronation Fund Managers

View all funds holding Interactive Brokers