A detailed history of Precision Wealth Strategies, LLC transactions in Interactive Brokers Group, Inc. stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 1,785 shares of IBKR stock, worth $218,733. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,785
Previous 5,774 69.09%
Holding current value
$218,733
Previous $645,000 66.2%
% of portfolio
0.28%
Previous 0.82%

Shares

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

Aug 05, 2024

SELL
$107.39 - $128.6 $428,378 - $512,985
-3,989 Reduced 69.09%
1,785 $218,000
Q1 2024

May 01, 2024

SELL
$84.55 - $111.71 $117,947 - $155,835
-1,395 Reduced 19.46%
5,774 $645,000
Q4 2023

Feb 02, 2024

SELL
$76.41 - $89.67 $2,674 - $3,138
-35 Reduced 0.49%
7,169 $594,000
Q3 2023

Oct 31, 2023

BUY
$81.97 - $94.47 $21,394 - $24,656
261 Added 3.76%
7,204 $623,000
Q2 2023

Aug 09, 2023

SELL
$71.41 - $84.74 $13,710 - $16,270
-192 Reduced 2.69%
6,943 $576,000
Q1 2023

May 04, 2023

SELL
$71.38 - $89.23 $19,058 - $23,824
-267 Reduced 3.61%
7,135 $589,000
Q4 2022

Feb 07, 2023

SELL
$63.7 - $80.67 $5,223 - $6,614
-82 Reduced 1.1%
7,402 $535,000
Q3 2022

Oct 25, 2022

SELL
$53.39 - $70.24 $75,279 - $99,038
-1,410 Reduced 15.85%
7,484 $570,000
Q2 2022

Jul 14, 2022

BUY
$52.62 - $67.23 $39,728 - $50,758
755 Added 9.28%
8,894 $483,000
Q1 2022

May 04, 2022

SELL
$57.13 - $79.06 $46,275 - $64,038
-810 Reduced 9.05%
8,139 $536,000
Q4 2021

Jan 19, 2022

BUY
$63.9 - $81.44 $32,780 - $41,778
513 Added 6.08%
8,949 $711,000
Q3 2021

Nov 02, 2021

BUY
$59.39 - $66.18 $132,499 - $147,647
2,231 Added 35.95%
8,436 $526,000
Q2 2021

Jul 22, 2021

BUY
$63.26 - $77.36 $54,656 - $66,839
864 Added 16.18%
6,205 $408,000
Q1 2021

Apr 26, 2021

BUY
$61.19 - $78.88 $76,977 - $99,231
1,258 Added 30.81%
5,341 $390,000
Q4 2020

Apr 26, 2021

BUY
$47.57 - $62.31 $194,228 - $254,411
4,083 New
4,083 $249,000

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 $11.1B
  • 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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