INTERACTIVE BROKERS GROUP IN

Ticker: IBKR CUSIP: 45841N107 Class: EQTY

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 54,297 Value ($000) $3,492 Avg Close $66.89 Range $58.88 - $73.26
Q3 2025
Shares 50,358 Value ($000) $3,465 Avg Close $62.79 Range $53.01 - $70.18
Q2 2025
Shares 40,857 Value ($000) $2,264 Avg Close $47.28 Range $32.69 - $55.48
Q1 2025
Shares 10,108 Value ($000) $1,674 Avg Close $49.31 Range $39.14 - $58.82
Q4 2024
Shares 9,947 Value ($000) $1,757 Avg Close $41.85 Range $33.69 - $48.10
Q3 2024
Shares 8,196 Value ($000) $1,142 Avg Close $30.72 Range $25.70 - $34.63
Q2 2024
Shares 7,768 Value ($000) $952 Avg Close $29.54 Range $26.42 - $31.96
Q1 2024
Shares 6,923 Value ($000) $773 Avg Close $24.63 Range $20.33 - $27.83
Q4 2023
Shares 5,940 Value ($000) $492 Avg Close $20.21 Range $17.92 - $22.24
Q3 2023
Shares 10,024 Value ($000) $868 Avg Close $21.95 Range $20.01 - $23.60
Q2 2023
Shares 9,279 Value ($000) $771 Avg Close $19.44 Range $17.44 - $21.23
Q1 2023
Shares 6,482 Value ($000) $535 Avg Close $20.03 Range $17.46 - $22.21
Q4 2022
Shares 5,601 Value ($000) $405 Avg Close $18.36 Range $15.40 - $20.01
Q3 2022
Shares 5,594 Value ($000) $358 Avg Close $15.12 Range $12.86 - $17.38
Q4 2021
Shares 3,195 Value ($000) $254 Avg Close $18.18 Range $15.23 - $20.25
Q2 2019
Shares 3,335 Value ($000) $181 Avg Close $13.01 Range $11.86 - $14.22
Q1 2018
Shares 3,085 Value ($000) $207 Avg Close $15.75 Range $14.01 - $17.65
Q4 2017
Shares 3,479 Value ($000) $206 Avg Close $12.95 Range $10.63 - $14.82
Q2 2017
Shares 2,500 Value ($000) $94 Avg Close $8.40 Range $7.80 - $9.05
Q1 2017
Shares 2,403 Value ($000) $83 Avg Close $8.78 Range $8.05 - $9.31
Q4 2016
Shares 2,250 Value ($000) $82 Avg Close $8.56 Range $7.51 - $9.35
Q3 2016
Shares 3,587 Value ($000) $127 Avg Close $8.30 Range $7.88 - $8.76
Q2 2016
Shares 1,739 Value ($000) $62 Avg Close $8.92 Range $7.90 - $9.67
Q1 2016
Shares 2,189 Value ($000) $86 Avg Close $8.23 Range $6.87 - $10.05
Q4 2015
Shares 1,963 Value ($000) $86 Avg Close $9.71 Range $8.53 - $10.45
Q3 2015
Shares 1,724 Value ($000) $68 Avg Close $9.55 Range $8.25 - $10.65
Q1 2015
Shares 2,091 Value ($000) $71 Avg Close $7.33 Range $5.89 - $7.99
Q4 2014
Shares 2,141 Value ($000) $62 Avg Close $6.15 Range $5.28 - $6.88
Q3 2014
Shares 1,441 Value ($000) $36 Avg Close $5.45 Range $5.01 - $6.12
Q2 2014
Shares 1,441 Value ($000) $34 Avg Close $5.24 Range $4.63 - $5.56
Q1 2014
Shares 1,441 Value ($000) $31 Avg Close $5.03 Range $4.67 - $5.63
Q4 2013
Shares 1,441 Value ($000) $35 Avg Close $5.05 Range $4.23 - $5.67
Q3 2013
Shares 2,541 Value ($000) $48 Avg Close $3.86 Range $3.57 - $4.28