Mid Cap Index Fund IBKR Holdings History

Number of Shares
302,228.00
Current Holdings Value*
$12.51 Mil
% of Portfolio
0.66%
Total Estimate Gain
$12.84 Mil
% of Total Estimate Gain
197.37%

Mid Cap Index Fund's Interactive Brokers Group Inc Holding Summary

As of 2025-03-31, Mid Cap Index Fund held 302,228.00 shares of Interactive Brokers Group Inc(IBKR), totaling $12.51 Mil. This investment constitutes 0.66% of their stock portfolio, and Mid Cap Index Fund now holds 0.02% of the outstanding Interactive Brokers Group Inc(IBKR) stock.

The initial trade took place in 2019Q3. And since then Mid Cap Index Fund has made 5 purchases of IBKR, at an average price of $13.16, for a total of 494,356.00 shares. In addition, there have been 16 sales at an average price of $19.47 for 192,128.00 shares. Based on historical transaction data and IBKR's current price of $51.65, Mid Cap Index Fund's estimated gain on his IBKR holdings is $12.84 Mil, reflecting a 197.37% gain to date.

Mid Cap Index Fund IBKR ($51.65) Holding Chart

Mid Cap Index Fund IBKR ($51.65) 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 %

Top Ranked Articles

  • 1