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Ameritas Advisory Services’s Interactive Brokers IBKR Stock Holding History

Ameritas Advisory Services’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-72
Closed -$3.99K – 2491
2025
Q2 		$3.99K Buy
+72
New +$3.42K ﹤0.01% 2300
2023
Q2 		– Sell
-32
Closed -$660 – 1475
2023
Q1 		$660 Buy
+32
New +$651 ﹤0.01% 2612

Other funds holding IBKR

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameritas Advisory Services's IBKR Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Interactive Brokers (IBKR) in Q3 2025, closing a stake of 72 shares — an estimated $3.99K sold.

Ameritas Advisory Services first reported a position in IBKR in Q1 2023 and held it in 2 quarters. The position peaked at $3.99K in Q2 2025. 909 funds tracked by Wall St. Rank hold IBKR as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Interactive Brokers position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 72 Interactive Brokers shares in Q3 2025, an estimated $3.99K.
  • Ameritas Advisory Services first reported a position in Interactive Brokers in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Interactive Brokers position peaked at $3.99K in Q2 2025.
  • 909 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.