A detailed history of Avantax Advisory Services, Inc. transactions in Interactive Brokers Group, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 20,253 shares of IBKR stock, worth $1.4 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,253
Previous 6,165 228.52%
Holding current value
$1.4 Million
Previous $1.02 Million 10.0%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

BUY
$50.53 - $212.53 $711,866 - $2.99 Million
14,088 Added 228.52%
20,253 $1.12 Million
Q1 2025

May 06, 2025

BUY
$161.03 - $235.53 $94,041 - $137,549
584 Added 10.46%
6,165 $1.02 Million
Q4 2024

Feb 07, 2025

SELL
$138.3 - $192.95 $15,351 - $21,417
-111 Reduced 1.95%
5,581 $985,000
Q3 2024

Nov 13, 2024

BUY
$108.65 - $139.41 $43,025 - $55,206
396 Added 7.48%
5,692 $793,000
Q2 2024

Aug 09, 2024

BUY
$107.39 - $128.6 $341,607 - $409,076
3,181 Added 150.4%
5,296 $649,000
Q1 2024

May 08, 2024

BUY
$84.55 - $111.71 $178,823 - $236,266
2,115 New
2,115 $236,000

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 $6.27B
  • 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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