Ibex Wealth Advisors Apple Inc. Transaction History

Ibex Wealth Advisors

  • $1.17 Billion
  • Q3 2024

A detailed history of Ibex Wealth Advisors transactions in Apple Inc. stock. As of the latest transaction made, Ibex Wealth Advisors holds 273,862 shares of AAPL stock, worth $61.6 Million. This represents 5.45% of its overall portfolio holdings.

Number of Shares
273,862
Previous 107,922 153.76%
Holding current value
$61.6 Million
Previous $22.7 Million 180.61%
% of portfolio
5.45%
Previous 3.58%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$207.23 - $234.82 $34.4 Million - $39 Million
165,940 Added 153.76%
273,862 $63.8 Million
Q2 2024

Aug 06, 2024
SELL
$165.0 - $216.67 $213,015 - $279,720
-1,291 Reduced 1.18%
107,922 $22.7 Million
Q1 2024

Apr 18, 2024
BUY
$169.0 - $195.18 $18.4 Million - $21.3 Million
109,096 Added 93244.44%
109,213 $14.2 Million
Q4 2023

Jan 29, 2024
SELL
$166.89 - $198.11 $18.6 Million - $22.1 Million
-111,517 Reduced 99.9%
117 $22.5 Million
Q3 2023

Nov 07, 2023
BUY
$170.43 - $196.45 $662,120 - $763,208
3,885 Added 3.61%
111,634 $19.1 Million
Q1 2023

May 15, 2023
SELL
$125.02 - $164.9 $183,029 - $241,413
-1,464 Reduced 1.34%
107,749 $17.8 Million
Q4 2022

Feb 06, 2023
SELL
$126.04 - $155.74 $188,051 - $232,364
-1,492 Reduced 1.35%
109,213 $14.2 Million
Q3 2022

Oct 31, 2022
BUY
$138.2 - $174.55 $1.18 Million - $1.49 Million
8,514 Added 8.33%
110,705 $15.3 Million
Q2 2022

Aug 16, 2022
SELL
$130.06 - $178.44 $1.37 Million - $1.88 Million
-10,536 Reduced 9.35%
102,191 $14 Million
Q1 2022

May 16, 2022
SELL
$150.62 - $182.01 $144,595 - $174,729
-960 Reduced 0.84%
112,727 $19.7 Million
Q4 2021

Feb 22, 2022
BUY
$139.14 - $180.33 $362,737 - $470,120
2,607 Added 2.35%
113,687 $20.2 Million
Q3 2021

Nov 12, 2021
BUY
$137.27 - $156.69 $140,152 - $159,980
1,021 Added 0.93%
111,080 $15.7 Million
Q2 2021

Aug 20, 2021
BUY
$122.77 - $136.96 $290,964 - $324,595
2,370 Added 2.2%
110,059 $15.1 Million
Q1 2021

May 05, 2021
SELL
$116.36 - $143.16 $2.07 Million - $2.55 Million
-17,809 Reduced 14.19%
107,689 $13.2 Million
Q4 2020

Jan 22, 2021
SELL
$108.77 - $136.69 $43,072 - $54,129
-396 Reduced 0.31%
125,498 $16.7 Million
Q3 2020

Oct 23, 2020
BUY
$91.03 - $134.18 $8.62 Million - $12.7 Million
94,727 Added 303.93%
125,894 $14.6 Million
Q2 2020

Aug 14, 2020
SELL
$60.23 - $91.63 $64,144 - $97,585
-1,065 Reduced 3.3%
31,167 $11.4 Million
Q1 2020

May 05, 2020
SELL
$56.09 - $81.8 $14,751 - $21,513
-263 Reduced 0.81%
32,232 $8.2 Million
Q4 2019

Jan 24, 2020
SELL
$54.74 - $73.41 $59,173 - $79,356
-1,081 Reduced 3.22%
32,495 $9.54 Million
Q3 2019

Nov 12, 2019
BUY
$48.33 - $55.99 $21,023 - $24,355
435 Added 1.31%
33,576 $7.52 Million
Q2 2019

Jul 30, 2019
BUY
$43.33 - $52.94 $273,845 - $334,580
6,320 Added 23.56%
33,141 $6.56 Million
Q1 2019

May 01, 2019
BUY
$35.55 - $48.77 $112,480 - $154,308
3,164 Added 13.37%
26,821 $5.1 Million
Q4 2018

Feb 01, 2019
SELL
$36.71 - $58.02 $89,645 - $141,684
-2,442 Reduced 9.36%
23,657 $3.73 Million
Q3 2018

Oct 09, 2018
BUY
$45.98 - $57.09 $360,713 - $447,871
7,845 Added 42.98%
26,099 $5.93 Million
Q1 2018

Jun 13, 2018
BUY
$38.79 - $45.43 $708,072 - $829,279
18,254 New
18,254 $3.04 Million
Q4 2017

Feb 13, 2018
SELL
$38.37 - $44.1 $97,421 - $111,969
-2,539 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
$37.18 - $41.01 $94,400 - $104,124
2,539
2,539 $396,000

Others Institutions Holding AAPL

# of Institutions
5,694
Shares Held
8.8B
Call Options Held
219M
Put Options Held
196M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.62T
  • Description
  • Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...
More about AAPL
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