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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
2024-06-30 $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)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Assured Guaranty Stock (AGO)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Amazon Stock (AMZN)
Dimensional International Small Cap Value Etf Etf (DISV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Real Estate Etf Etf (VNQ)
Nvidia Corporation Stock (NVDA)
Rtx Corporation Stock (RTX)

View all positions for LRI Investments

Top funds holding Interactive Brokers

Vanguard Group
BlackRock
Orbis Allan Gray
Jpmorgan Chase & Co
Kayne Anderson Rudnick Investment Management
Cantillon Capital Mgnt
State Street Corporation
Greenwich Wealth Management
Egerton Capital
Bares Capital Management
Marshall Wace
Geode Capital Management
Jarislowsky, Fraser
Ing Investment Management
Morgan Stanley

View all funds holding Interactive Brokers