Ibex Wealth Advisors Vanguard Bd Index Fd Inc Inter Transaction History

Ibex Wealth Advisors

$1.17 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 22, 2022	SELL	$87.51 - $89.66 $29,928 - $30,663	-342 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$89.41 - $91.32 $30,578 - $31,231	342 New	342 $31,000
Q2 2021 Aug 20, 2021	SELL	$88.27 - $90.15 $2.56 Million - $2.62 Million	-29,029 Closed	0 $0
Q1 2021 May 05, 2021	BUY	$88.61 - $92.83 $1.18 Million - $1.23 Million	13,273 Added 84.24%	29,029 $2.58 Million
Q4 2020 Jan 22, 2021	BUY	$92.55 - $93.62 $73,484 - $74,334	794 Added 5.31%	15,756 $1.46 Million
Q3 2020 Oct 23, 2020	BUY	$93.08 - $94.37 $220,413 - $223,468	2,368 Added 18.8%	14,962 $1.4 Million
Q2 2020 Aug 14, 2020	BUY	$88.97 - $93.19 $1.12 Million - $1.17 Million	12,594 New	12,594 $1.17 Million

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.26 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$578 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$576 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$550 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$463 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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