A detailed history of Axxcess Wealth Management, LLC transactions in Interactive Brokers Group, Inc. stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 2,505 shares of IBKR stock, worth $451,426. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,505
Previous 2,536 1.22%
Holding current value
$451,426
Previous $310,000 12.58%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$108.65 - $139.41 $3,368 - $4,321
-31 Reduced 1.22%
2,505 $349,000
Q2 2024

Aug 09, 2024

SELL
$107.39 - $128.6 $23,196 - $27,777
-216 Reduced 7.85%
2,536 $310,000
Q1 2024

May 14, 2024

SELL
$84.55 - $111.71 $27,647 - $36,529
-327 Reduced 10.62%
2,752 $307,000
Q4 2023

Feb 06, 2024

SELL
$76.41 - $89.67 $5,348 - $6,276
-70 Reduced 2.22%
3,079 $255,000
Q3 2023

Nov 14, 2023

SELL
$81.97 - $94.47 $51,641 - $59,516
-630 Reduced 16.67%
3,149 $272,000
Q2 2023

Aug 08, 2023

SELL
$71.41 - $84.74 $12,568 - $14,914
-176 Reduced 4.45%
3,779 $313,000
Q4 2022

Feb 14, 2023

BUY
$63.7 - $80.67 $26,945 - $34,123
423 Added 11.98%
3,955 $286,000
Q3 2022

Nov 14, 2022

BUY
$53.39 - $70.24 $188,573 - $248,087
3,532 New
3,532 $226,000
Q2 2022

Aug 11, 2022

SELL
$52.62 - $67.23 $231,896 - $296,282
-4,407 Closed
0 $0
Q1 2022

Aug 11, 2022

SELL
$57.13 - $79.06 $169,504 - $234,571
-2,967 Reduced 40.24%
4,407 $290,000
Q4 2021

Aug 11, 2022

BUY
$63.9 - $81.44 $471,198 - $600,538
7,374 New
7,374 $586,000

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 $16.4B
  • 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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