A detailed history of Creative Planning transactions in Interactive Brokers Group, Inc. stock. As of the latest transaction made, Creative Planning holds 6,923 shares of IBKR stock, worth $884,067. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,923
Previous 5,940 16.55%
Holding current value
$884,067
Previous $492,000 57.11%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$84.55 - $111.71 $83,112 - $109,810
983 Added 16.55%
6,923 $773,000
Q4 2023

Feb 14, 2024

SELL
$76.41 - $89.67 $312,058 - $366,212
-4,084 Reduced 40.74%
5,940 $492,000
Q3 2023

Nov 16, 2023

BUY
$81.97 - $94.47 $61,067 - $70,380
745 Added 8.03%
10,024 $867,000
Q2 2023

Jul 21, 2023

BUY
$71.41 - $84.74 $199,733 - $237,017
2,797 Added 43.15%
9,279 $770,000
Q1 2023

May 15, 2023

BUY
$71.38 - $89.23 $62,885 - $78,611
881 Added 15.73%
6,482 $535,000
Q4 2022

Feb 10, 2023

BUY
$63.7 - $80.67 $445 - $564
7 Added 0.13%
5,601 $405,000
Q3 2022

Nov 03, 2022

BUY
$53.39 - $70.24 $298,663 - $392,922
5,594 New
5,594 $358,000
Q1 2022

May 16, 2022

SELL
$57.13 - $79.06 $182,530 - $252,596
-3,195 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$63.9 - $81.44 $204,160 - $260,200
3,195 New
3,195 $254,000
Q3 2019

Nov 01, 2019

SELL
$44.59 - $54.89 $148,707 - $183,058
-3,335 Closed
0 $0
Q2 2019

Jul 26, 2019

BUY
$50.46 - $58.55 $168,284 - $195,264
3,335 New
3,335 $181,000
Q2 2018

Jul 20, 2018

SELL
$64.41 - $79.7 $198,704 - $245,874
-3,085 Closed
0 $0
Q1 2018

Apr 18, 2018

SELL
$59.14 - $73.76 $23,301 - $29,061
-394 Reduced 11.33%
3,085 $207,000
Q4 2017

Jan 17, 2018

BUY
$46.41 - $61.88 $161,460 - $215,280
3,479
3,479 $206,000

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 $11.6B
  • 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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