Independent Solutions Wealth Management, LLC IBKR Holdings History
Independent Solutions Wealth Management, LLC's Interactive Brokers Group Inc Holding Summary
As of 2025-06-30, Independent Solutions Wealth Management, LLC held 40,529.00 shares of Interactive Brokers Group Inc(IBKR), totaling $2.25 Mil. This investment constitutes 0.44% of their stock portfolio, and Independent Solutions Wealth Management, LLC now holds 0.01% of the outstanding Interactive Brokers Group Inc(IBKR) stock.
The initial trade took place in 2022Q4. And since then Independent Solutions Wealth Management, LLC has made 8 purchases of IBKR, at an average price of $24.13, for a total of 72,009.00 shares. In addition, there have been 3 sales at an average price of $44.66 for 31,480.00 shares. Based on historical transaction data and IBKR's current price of $64.70, Independent Solutions Wealth Management, LLC's estimated gain on his IBKR holdings is $2.29 Mil, reflecting a 131.82% gain to date.
Independent Solutions Wealth Management, LLC IBKR ($64.70) Holding Chart
Independent Solutions Wealth Management, LLC IBKR ($64.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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