Ibex Wealth Advisors Ishares S&P Midcap 400 Value E Transaction History

Ibex Wealth Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$102.52 - $112.86 $1.28 Million - $1.41 Million	-12,495 Closed	0 $0
Q4 2021 Feb 22, 2022	SELL	$103.36 - $113.35 $134,988 - $148,035	-1,306 Reduced 9.46%	12,495 $1.38 Million
Q3 2021 Nov 12, 2021	SELL	$99.84 - $108.44 $9,185 - $9,976	-92 Reduced 0.66%	13,801 $1.42 Million
Q2 2021 Aug 20, 2021	BUY	$102.45 - $110.12 $5,737 - $6,166	56 Added 0.4%	13,893 $1.46 Million
Q1 2021 May 05, 2021	BUY	$84.81 - $105.35 $1.17 Million - $1.46 Million	13,837 New	13,837 $1.41 Million
Q3 2019 Nov 12, 2019	SELL	$79.13 - $81.47 $26,429 - $27,210	-334 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	N/A	334 New	334 $53,000

822

40.7M

8.9K

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

Stay updated on Ibex Wealth Advisors with notifications on news.