Latest Institutional Purchases of Interactive Brokers Group, Inc. (IBKR)
This list provides information on the latest institutional transactions involving Interactive Brokers Group, Inc. (IBKR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
176+ 51.76% |
$8.89K - $37.4K
|
516
$33.1K
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
150+ 300.0% |
$7.58K - $31.9K
|
200
$12.8K
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
150+ 319.15% |
$7.58K - $31.9K
|
197
$12.7K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
135+ 300.0% |
$6.82K - $28.7K
|
180
$11.6K
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
126+ 300.0% |
$6.37K - $26.8K
|
168
$10.8K
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
120+ 300.0% |
$6.06K - $25.5K
|
160
$10.3K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
106+ 407.69% |
$5.36K - $22.5K
|
132
$8.48K
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
101+ 234.88% |
$5.1K - $21.5K
|
144
$9.25K
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
100New |
$5.05K - $21.3K
|
100
$6.42K
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
93+ 300.0% |
$4.7K - $19.8K
|
124
$7.96K
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
93+ 300.0% |
$4.7K - $19.8K
|
124
$7.96K
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
92+ 1.0% |
$4.65K - $19.6K
|
9.32K
$598K
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
90+ 300.0% |
$4.55K - $19.1K
|
120
$7.71K
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
90+ 300.0% |
$4.55K - $19.1K
|
120
$7.71K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
84+ 350.0% |
$4.24K - $17.9K
|
108
$6.94K
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
83+ 1660.0% |
$4.19K - $17.6K
|
88
$5.65K
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
83+ 395.24% |
$4.19K - $17.6K
|
104
$6.68K
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
75+ 300.0% |
$3.79K - $15.9K
|
100
$6.42K
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
72New |
$3.64K - $15.3K
|
72
$4.62K
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
72+ 300.0% |
$3.64K - $15.3K
|
96
$6.17K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
72New |
$3.64K - $15.3K
|
72
$4.62K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
72+ 300.0% |
$3.64K - $15.3K
|
96
$6.17K
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
72+ 300.0% |
$3.64K - $15.3K
|
96
$6.17K
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
66+ 300.0% |
$3.33K - $14K
|
88
$5.65K
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
65+ 166.67% |
$3.28K - $13.8K
|
104
$6.68K
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
58+ 362.5% |
$2.93K - $12.3K
|
74
$4.75K
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
52+ 650.0% |
$2.63K - $11.1K
|
60
$3.85K
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
48+ 400.0% |
$2.43K - $10.2K
|
60
$3.85K
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
48New |
$2.43K - $10.2K
|
48
$3.08K
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
48+ 300.0% |
$2.43K - $10.2K
|
64
$4.11K
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
42+ 300.0% |
$2.12K - $8.93K
|
56
$3.6K
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
40New |
$2.02K - $8.5K
|
40
$2.57K
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
36+ 300.0% |
$1.82K - $7.65K
|
48
$3.08K
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
33+ 300.0% |
$1.67K - $7.01K
|
44
$2.83K
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
30+ 300.0% |
$1.52K - $6.38K
|
40
$2.57K
|
|
Aug 13, 2025
Q2 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
27+ 300.0% |
$1.36K - $5.74K
|
36
$2.31K
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
27+ 300.0% |
$1.36K - $5.74K
|
36
$2.31K
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
25+ 625.0% |
$1.26K - $5.31K
|
29
$1.86K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
24New |
$1.21K - $5.1K
|
24
$1.54K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
24+ 300.0% |
$1.21K - $5.1K
|
32
$2.06K
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
21+ 190.91% |
$1.06K - $4.46K
|
32
$2.06K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
21+ 300.0% |
$1.06K - $4.46K
|
28
$1.8K
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
20New |
$1.01K - $4.25K
|
20
$1.28K
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20New |
$1.01K - $4.25K
|
20
$1.28K
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
18+ 138.46% |
$910 - $3.83K
|
31
$1.99K
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
18+ 300.0% |
$910 - $3.83K
|
24
$1.54K
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
18+ 300.0% |
$910 - $3.83K
|
24
$1.54K
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
18+ 300.0% |
$910 - $3.83K
|
24
$1.54K
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$758 - $3.19K
|
15
$963
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
15+ 166.67% |
$758 - $3.19K
|
24
$1.54K
|