A detailed history of New Edge Wealth, LLC transactions in Interactive Brokers Group, Inc. stock. As of the latest transaction made, New Edge Wealth, LLC holds 35,536 shares of IBKR stock, worth $5.07 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
35,536
Previous 34,866 1.92%
Holding current value
$5.07 Million
Previous $3.89 Million 11.86%
% of portfolio
0.1%
Previous 0.09%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

BUY
$107.39 - $128.6 $71,951 - $86,162
670 Added 1.92%
35,536 $4.36 Million
Q1 2024

May 06, 2024

BUY
$84.55 - $111.71 $258,553 - $341,609
3,058 Added 9.61%
34,866 $3.89 Million
Q4 2023

Jan 29, 2024

BUY
$76.41 - $89.67 $86,190 - $101,147
1,128 Added 3.68%
31,808 $2.64 Million
Q3 2023

Nov 08, 2023

SELL
$81.97 - $94.47 $700,925 - $807,812
-8,551 Reduced 21.8%
30,680 $2.66 Million
Q2 2023

Aug 09, 2023

BUY
$71.41 - $84.74 $110,899 - $131,601
1,553 Added 4.12%
39,231 $3.26 Million
Q1 2023

May 08, 2023

BUY
$71.38 - $89.23 $40,401 - $50,504
566 Added 1.53%
37,678 $3.11 Million
Q4 2022

Feb 14, 2023

BUY
$63.7 - $80.67 $203,139 - $257,256
3,189 Added 9.4%
37,112 $2.69 Million
Q3 2022

Nov 14, 2022

BUY
$53.39 - $70.24 $113,560 - $149,400
2,127 Added 6.69%
33,923 $2.17 Million
Q2 2022

Aug 09, 2022

BUY
$52.62 - $67.23 $657,381 - $839,904
12,493 Added 64.72%
31,796 $1.75 Million
Q1 2022

May 10, 2022

BUY
$57.13 - $79.06 $131,456 - $181,917
2,301 Added 13.53%
19,303 $1.27 Million
Q4 2021

Jan 31, 2022

BUY
$63.9 - $81.44 $31,566 - $40,231
494 Added 2.99%
17,002 $1.35 Million
Q3 2021

Nov 12, 2021

BUY
$59.39 - $66.18 $99,003 - $110,322
1,667 Added 11.23%
16,508 $1.03 Million
Q2 2021

Aug 11, 2021

BUY
$63.26 - $77.36 $30,681 - $37,519
485 Added 3.38%
14,841 $976,000
Q1 2021

May 13, 2021

BUY
$61.19 - $78.88 $878,443 - $1.13 Million
14,356 New
14,356 $1.05 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 $13B
  • 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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