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Meitav Investment House’s Interactive Brokers IBKR Stock Holding History

Meitav Investment House’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
-4,800
Closed -$266K – 240
2025
Q2 		$266K Buy
+4,800
New +$228K ﹤0.01% 202

Other funds holding IBKR

Vanguard Group
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

Meitav Investment House's IBKR Position: Q3 2025 in Review

Meitav Investment House sold out of Interactive Brokers (IBKR) in Q3 2025, closing a stake of 4,800 shares — an estimated $266K sold.

Meitav Investment House first reported a position in IBKR in Q2 2025 and held it in 1 quarter. The position peaked at $266K in Q2 2025. 909 funds tracked by Wall St. Rank hold IBKR as of Q3 2025.

  • Meitav Investment House reported no remaining Interactive Brokers position as of Q3 2025 after selling out during the quarter.
  • Meitav Investment House sold 4,800 Interactive Brokers shares in Q3 2025, an estimated $266K.
  • Meitav Investment House first reported a position in Interactive Brokers in Q2 2025 and held it in 1 quarter.
  • Meitav Investment House's Interactive Brokers position peaked at $266K in Q2 2025.
  • 909 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2025.

Based on Meitav Investment House's 13F filing for Q3 2025, filed 29 Oct 2025.