W.G. Shaheen & Associates DBA Whitney & Co's ownership history for IBKR

W.G. Shaheen & Associates DBA Whitney & Co currently holds 191.4K shares with a market value of $12.8M. It started holding IBKR on 2024-09-30. At its peak, it held 191.4K shares on 2026-03-31. Its highest holding value was $13.0M on 2025-09-30. At its lowest, it held 46.6K shares on 2025-03-31, with a value of $7.5M on 2024-09-30. In the recent 180 days, W.G. Shaheen & Associates DBA Whitney & Co has increased its shares by 2.8K. In the recent year, W.G. Shaheen & Associates DBA Whitney & Co has increased its shares by 144.8K.