A detailed history of Wealthsource Partners, LLC transactions in Interactive Brokers Group, Inc. stock. As of the latest transaction made, Wealthsource Partners, LLC holds 11,689 shares of IBKR stock, worth $2.06 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,689
Previous 11,346 3.02%
Holding current value
$2.06 Million
Previous $982,000 1.32%
% of portfolio
0.06%
Previous 0.07%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

BUY
$76.41 - $89.67 $26,208 - $30,756
343 Added 3.02%
11,689 $969,000
Q3 2023

Nov 09, 2023

SELL
$81.97 - $94.47 $6,475 - $7,463
-79 Reduced 0.69%
11,346 $982,000
Q2 2023

Aug 14, 2023

BUY
$71.41 - $84.74 $19,137 - $22,710
268 Added 2.4%
11,425 $949,000
Q1 2023

May 15, 2023

SELL
$71.38 - $89.23 $26,838 - $33,550
-376 Reduced 3.26%
11,157 $921,000
Q4 2022

Feb 09, 2023

BUY
$63.7 - $80.67 $45,481 - $57,598
714 Added 6.6%
11,533 $834,000
Q3 2022

Nov 14, 2022

SELL
$53.39 - $70.24 $11,051 - $14,539
-207 Reduced 1.88%
10,819 $691,000
Q2 2022

Aug 10, 2022

BUY
$52.62 - $67.23 $3,788 - $4,840
72 Added 0.66%
11,026 $607,000
Q1 2022

May 09, 2022

BUY
$57.13 - $79.06 $42,333 - $58,583
741 Added 7.26%
10,954 $722,000
Q4 2021

Feb 14, 2022

SELL
$63.9 - $81.44 $99,684 - $127,046
-1,560 Reduced 13.25%
10,213 $811,000
Q3 2021

Nov 18, 2021

BUY
$59.39 - $66.18 $88,788 - $98,939
1,495 Added 14.55%
11,773 $734,000
Q2 2021

Nov 18, 2021

BUY
$63.26 - $77.36 $269,108 - $329,089
4,254 Added 70.62%
10,278 $676,000
Q1 2021

Jun 21, 2021

SELL
$61.19 - $78.88 $185,589 - $239,243
-3,033 Reduced 33.49%
6,024 $440,000
Q4 2020

Feb 12, 2021

BUY
$47.57 - $62.31 $430,841 - $564,341
9,057 New
9,057 $552,000

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 $16B
  • 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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