Interactive Brokers shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Interactive Brokers
Tip: Access up to 7 years of quarterly data
All positions including Interactive Brokers held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Interactive Brokers by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 15k | 68.81 |
| 2025-06-30 | $516k | 9.3k | 55.41 |
| 2025-03-31 | $1.5M | 9.2k | 165.59 |
| 2024-12-31 | $2.0M | 11k | 176.67 |
| 2024-09-30 | $1.6M | 12k | 139.36 |
| 2024-06-30 | $1.4M | 12k | 122.60 |