A detailed history of Insight Wealth Strategies, LLC transactions in Interactive Brokers Group, Inc. stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 15,102 shares of IBKR stock, worth $2.8 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
15,102
Previous 18,686 19.18%
Holding current value
$2.8 Million
Previous $2.61 Million 2.42%
% of portfolio
0.36%
Previous 0.35%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 06, 2025

SELL
$138.3 - $192.95 $495,667 - $691,532
-3,584 Reduced 19.18%
15,102 $2.67 Million
Q3 2024

Oct 07, 2024

BUY
$108.65 - $139.41 $13,581 - $17,426
125 Added 0.67%
18,686 $2.61 Million
Q2 2024

Jul 08, 2024

SELL
$107.39 - $128.6 $644 - $771
-6 Reduced 0.03%
18,561 $2.28 Million
Q1 2024

Apr 05, 2024

SELL
$84.55 - $111.71 $192,097 - $253,805
-2,272 Reduced 10.9%
18,567 $2.07 Million
Q4 2023

Jan 12, 2024

BUY
$76.41 - $89.67 $89,476 - $105,003
1,171 Added 5.95%
20,839 $1.73 Million
Q3 2023

Oct 13, 2023

BUY
$81.97 - $94.47 $121,479 - $140,004
1,482 Added 8.15%
19,668 $1.7 Million
Q2 2023

Jul 14, 2023

BUY
$71.41 - $84.74 $1,213 - $1,440
17 Added 0.09%
18,186 $1.51 Million
Q1 2023

Apr 06, 2023

BUY
$71.38 - $89.23 $7,352 - $9,190
103 Added 0.57%
18,169 $1.5 Million
Q4 2022

Jan 06, 2023

BUY
$63.7 - $80.67 $1.15 Million - $1.46 Million
18,066 New
18,066 $0

Others Institutions Holding IBKR

About Interactive Brokers Group, Inc.


  • Ticker IBKR
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 90,820,000
  • Market Cap $16.8B
  • Description
  • Interactive Brokers Group, Inc. operates as an automated electronic broker worldwide. The company specializes in executing, clearing, and settling trades in stocks, options, futures, foreign exchange instruments, bonds, mutual funds, exchange traded funds (ETFs), metals, and cryptocurrencies. It also custodies and services accounts for hedge and...
More about IBKR
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