Ibex Wealth Advisors Vanguard Bd Index Fd Inc Short Transaction History

Ibex Wealth Advisors

$813 Million
Q4 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	$80.39 - $80.84 $18,489 - $18,593	-230 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	N/A	230 New	230 $18,000
Q4 2017 Feb 13, 2018	SELL	N/A	-2,615 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	2,615	2,615 $208,000

Others Institutions Holding BSV

# of Institutions

1,353

Shares Held

386M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

56.1M
Shares

$4.37 Billion
1.44% of portfolio
Mercer Global Advisors Inc Denver, CO

28.9M
Shares

$2.25 Billion
5.51% of portfolio
Jpmorgan Chase & CO New York, NY

26.9M
Shares

$2.1 Billion
0.17% of portfolio
Goldman Sachs Group Inc New York, NY

16.5M
Shares

$1.28 Billion
0.21% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

16.3M
Shares

$1.27 Billion
4.27% of portfolio

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ibex Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Ibex Wealth Advisors with notifications on news.