Latest Institutional Transactions on Interactive Brokers Group, Inc. (IBKR)
This table provides information on the latest institutional transactions involving Interactive Brokers Group, Inc. (IBKR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-10.3K- 1.19% |
$668K - $754K
|
860K
$56.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
28.4KNew |
$1.84M - $2.07M
|
28.4K
$1.87M
|
|
|
Jan 23, 2026
Q4 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.65K+ 4.43% |
$172K - $194K
|
62.6K
$4.14M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-25- 0.59% |
$1.62K - $1.83K
|
4.24K
$280K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
170+ 3.39% |
$11K - $12.4K
|
5.18K
$342K
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-32.4K- 67.17% |
$2.1M - $2.37M
|
15.9K
$1.05M
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.8K- 9.85% |
$311K - $350K
|
43.9K
$2.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 16.95% |
$648 - $731
|
49
$3.24K
|
|
|
Jan 23, 2026
Q4 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-44- 1.21% |
$2.85K - $3.22K
|
3.58K
$236K
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.6K- 19.83% |
$104K - $117K
|
6.48K
$428K
|
|
|
Jan 23, 2026
Q4 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
836+ 6.06% |
$54.1K - $61.1K
|
14.6K
$966K
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-131- 3.77% |
$8.48K - $9.57K
|
3.34K
$221K
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
11.4KNew |
$737K - $832K
|
11.4K
$751K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-98- 3.2% |
$6.35K - $7.16K
|
2.96K
$196K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-7- 11.67% |
$453 - $512
|
53
$3.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-748- 18.1% |
$48.4K - $54.7K
|
3.39K
$224K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
16New |
$1.04K - $1.17K
|
16
$1.06K
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
SELL
|
- |
-14- 77.78% |
$907 - $1.02K
|
4
$264
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.02K+ 21.79% |
$131K - $147K
|
11.3K
$745K
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
116+ 145.0% |
$7.51K - $8.48K
|
196
$12.9K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
453+ 5.46% |
$29.3K - $33.1K
|
8.75K
$577K
|
|
|
Jan 22, 2026
Q4 2025
|
Successful Portfolios LLC
|
BUY
|
- |
20.3KNew |
$1.31M - $1.48M
|
20.3K
$1.34M
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
283K+ 25.71% |
$18.4M - $20.7M
|
1.39M
$91.5M
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
660+ 2.54% |
$42.7K - $48.2K
|
26.7K
$1.76M
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-30- 8.55% |
$1.94K - $2.19K
|
321
$21.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13.2K- 99.4% |
$857K - $967K
|
80
$5.28K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-135- 33.67% |
$8.74K - $9.87K
|
266
$17.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
189+ 4.55% |
$12.2K - $13.8K
|
4.34K
$287K
|
|
|
Jan 21, 2026
Q4 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
528+ 5.6% |
$34.2K - $38.6K
|
9.96K
$657K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 125.0% |
$648 - $731
|
18
$1.19K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.23K- 12.38% |
$79.6K - $89.8K
|
8.7K
$574K
|
|
|
Jan 21, 2026
Q4 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-107- 1.05% |
$6.93K - $7.82K
|
10.1K
$668K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-8.45K- 15.87% |
$547K - $617K
|
44.8K
$2.96M
|
|
|
Jan 21, 2026
Q4 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.17K+ 11.2% |
$141K - $159K
|
21.6K
$1.42M
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-8- 42.11% |
$518 - $585
|
11
$726
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-894- 1.52% |
$57.9K - $65.3K
|
58.1K
$3.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
20New |
$1.3K - $1.46K
|
20
$1.32K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
394+ 7.46% |
$25.5K - $28.8K
|
5.68K
$375K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.47KNew |
$225K - $254K
|
3.47K
$229K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
30.5KNew |
$1.97M - $2.23M
|
30.5K
$2.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
226+ 6.15% |
$14.6K - $16.5K
|
3.9K
$258K
|
|
|
Jan 20, 2026
Q4 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-336- 1.7% |
$21.8K - $24.6K
|
19.4K
$1.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
12.3KNew |
$794K - $896K
|
12.3K
$809K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.12K+ 9.3% |
$137K - $155K
|
24.9K
$1.64M
|
|
|
Jan 20, 2026
Q4 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-199- 0.93% |
$12.9K - $14.5K
|
21.2K
$1.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.76KNew |
$308K - $347K
|
4.76K
$314K
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
40.2K+ 9.11% |
$2.61M - $2.94M
|
482K
$31.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-16- 0.27% |
$1.04K - $1.17K
|
5.97K
$394K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.61K- 10.43% |
$234K - $264K
|
31K
$2.05M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
472+ 236.0% |
$30.6K - $34.5K
|
672
$44.4K
|
|