Interactive Brokers shares owned by NewEdge Wealth
Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in Interactive Brokers
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Quarterly reported holdings in Interactive Brokers by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 122k | 71.62 |
| 2025-06-30 | $8.0M | 124k | 64.25 |
| 2025-03-31 | $6.5M | 40k | 165.59 |
| 2024-12-31 | $7.0M | 39k | 176.67 |
| 2024-09-30 | $5.3M | 38k | 139.36 |
| 2024-06-30 | $4.4M | 36k | 122.60 |
| 2024-03-31 | $4.2M | 35k | 119.80 |
| 2023-12-31 | $2.6M | 32k | 82.90 |
| 2023-09-30 | $2.7M | 31k | 86.56 |
| 2023-06-30 | $3.3M | 39k | 83.07 |
| 2023-03-31 | $3.1M | 38k | 82.56 |
| 2022-12-31 | $2.7M | 37k | 72.35 |
| 2022-09-30 | $2.2M | 34k | 63.91 |
| 2022-06-30 | $1.7M | 32k | 55.01 |
| 2022-03-31 | $1.3M | 19k | 65.90 |
| 2021-12-31 | $1.3M | 17k | 79.40 |
| 2021-09-30 | $1.0M | 17k | 62.33 |
| 2021-06-30 | $976k | 15k | 65.76 |
| 2021-03-31 | $1.0M | 14k | 73.07 |