Baker Tilly Wealth Management, LLC Interactive Brokers Group, Inc. Transaction History

Baker Tilly Wealth Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$84.55 - $111.71 $395,694 - $522,802	-4,680 Reduced 53.46%	4,074 $455,000
Q4 2023 Jan 10, 2024	BUY	$76.41 - $89.67 $82,293 - $96,574	1,077 Added 14.03%	8,754 $725,000
Q3 2023 Oct 10, 2023	SELL	$81.97 - $94.47 $145,578 - $167,778	-1,776 Reduced 18.79%	7,677 $664,000
Q2 2023 Jul 20, 2023	SELL	$71.41 - $84.74 $44,774 - $53,131	-627 Reduced 6.22%	9,453 $785,000
Q1 2023 Apr 12, 2023	SELL	$71.38 - $89.23 $51,964 - $64,959	-728 Reduced 6.74%	10,080 $832,000
Q4 2022 Jan 26, 2023	SELL	$63.7 - $80.67 $46,246 - $58,566	-726 Reduced 6.29%	10,808 $0
Q3 2022 Oct 20, 2022	SELL	$53.39 - $70.24 $49,973 - $65,744	-936 Reduced 7.51%	11,534 $737,000
Q2 2022 Jul 28, 2022	SELL	$52.62 - $67.23 $11,892 - $15,193	-226 Reduced 1.78%	12,470 $686,000
Q1 2022 Apr 27, 2022	SELL	$57.13 - $79.06 $259,141 - $358,616	-4,536 Reduced 26.32%	12,696 $837,000
Q4 2021 Feb 08, 2022	BUY	$63.9 - $81.44 $6,837 - $8,714	107 Added 0.62%	17,232 $1.37 Million
Q3 2021 Nov 02, 2021	BUY	$59.39 - $66.18 $90,332 - $100,659	1,521 Added 9.75%	17,125 $1.07 Million
Q2 2021 Jul 30, 2021	BUY	$63.26 - $77.36 $139,361 - $170,424	2,203 Added 16.44%	15,604 $1.03 Million
Q1 2021 Apr 28, 2021	BUY	$61.19 - $78.88 $154,443 - $199,093	2,524 Added 23.2%	13,401 $979,000
Q4 2020 Feb 03, 2021	BUY	$47.57 - $62.31 $517,418 - $677,745	10,877 New	10,877 $663,000

626

90.5M

677K

750K

Ticker IBKR
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 90,820,000
Market Cap $17.4B
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...

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