A detailed history of Heritage Family Offices, LLP transactions in Interactive Brokers Group, Inc. stock. As of the latest transaction made, Heritage Family Offices, LLP holds 3,067 shares of IBKR stock, worth $666,888. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,067
Previous 3,414 10.16%
Holding current value
$666,888
Previous $476 Million 13.89%
% of portfolio
0.27%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

SELL
$138.3 - $192.95 $47,990 - $66,953
-347 Reduced 10.16%
3,067 $542 Million
Q3 2024

Oct 16, 2024

BUY
$108.65 - $139.41 $5,106 - $6,552
47 Added 1.4%
3,414 $476 Million
Q2 2024

Aug 01, 2024

BUY
$107.39 - $128.6 $361,582 - $432,996
3,367 New
3,367 $413 Million

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 $19.7B
  • 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
Track This Portfolio

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.