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Riverview Trust Company’s Interactive Brokers IBKR Stock Holding History

Riverview Trust Company’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
Q1 		– Sell
-20
Closed -$883 – 708
2024
Q4 		$883 Hold
20
– – ﹤0.01% 659
2024
Q3 		$697 Buy
+20
New +$619 ﹤0.01% 721
2022
Q3 		– Sell
-932
Closed -$13K – 795
2022
Q2 		$13K Buy
+932
New +$13.8K 0.01% 559

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Riverview Trust Company's IBKR Position: Q1 2025 in Review

Riverview Trust Company sold out of Interactive Brokers (IBKR) in Q1 2025, closing a stake of 20 shares — an estimated $883 sold.

Riverview Trust Company first reported a position in IBKR in Q2 2022 and held it in 3 quarters. The position peaked at $13K in Q2 2022. 747 funds tracked by Wall St. Rank hold IBKR as of Q1 2025.

  • Riverview Trust Company reported no remaining Interactive Brokers position as of Q1 2025 after selling out during the quarter.
  • Riverview Trust Company sold 20 Interactive Brokers shares in Q1 2025, an estimated $883.
  • Riverview Trust Company first reported a position in Interactive Brokers in Q2 2022 and held it in 3 quarters.
  • Riverview Trust Company's Interactive Brokers position peaked at $13K in Q2 2022.
  • 747 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2025.

Based on Riverview Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.