Interactive Brokers shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Interactive Brokers
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Quarterly reported holdings in Interactive Brokers by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $932k | 14k | 68.81 |
| 2025-06-30 | $771k | 14k | 55.41 |
| 2025-03-31 | $675k | 4.1k | 165.57 |
| 2024-12-31 | $794k | 4.5k | 176.65 |
| 2024-09-30 | $610k | 4.4k | 139.35 |
| 2024-06-30 | $408k | 3.3k | 122.63 |
| 2024-03-31 | $29k | 262 | 111.71 |
| 2023-12-31 | $23k | 276 | 82.90 |
| 2023-09-30 | $24k | 280 | 86.56 |
| 2023-06-30 | $31k | 367 | 83.07 |
| 2023-03-31 | $26k | 315 | 82.56 |
| 2019-09-30 | $14k | 256 | 54.69 |