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Interactive Brokers shares owned by Transamerica Financial Advisors

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Transamerica Financial Advisors from 13F filings

Historical chart of Transamerica Financial Advisors investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Transamerica Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.2M 108k 67.07
2025-12-31 $73k 1.1k 64.32
2025-09-30 $82k 1.2k 68.81

More positions owned by Transamerica Financial Advisors

Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Ge Vernova (GEV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Broadcom (AVGO)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T Dorsey Wrgt Enrg (PXI)
Amphenol Corp Cl A (APH)
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)

View all positions for Transamerica Financial Advisors

Top funds holding Interactive Brokers

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
FMR
Cantillon Capital Mgnt
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Greenwich Wealth Management
Wellington Management Company
Invesco
Two Sigma Investments
Egerton Capital
Bank of America Corporation

View all funds holding Interactive Brokers