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Interactive Brokers shares owned by LRI Investments

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by LRI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $291k 1.6k 176.72
2024-09-30 $293k 1.6k 177.95
2024-06-30 $210k 1.7k 122.59

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Assured Guaranty Stock (AGO)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Dimensional International Small Cap Value Etf Etf (DISV)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for LRI Investments

Top funds holding Interactive Brokers

BlackRock
Vanguard Group
Orbis Allan Gray
Jpmorgan Chase & Co
Kayne Anderson Rudnick Investment Management
Cantillon Capital Mgnt
State Street Corporation
Greenwich Wealth Management
Bank of America Corporation
Geode Capital Management
Egerton Capital
Wellington Management Company
Norges Bank Investment Management
Morgan Stanley
FMR

View all funds holding Interactive Brokers