Ibex Wealth Advisors Ishares Tr Transaction History

Ibex Wealth Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 06, 2023	SELL	$93.07 - $114.11 $14,332 - $17,572	-154 Reduced 3.11%	4,791 $536,000
Q3 2022 Oct 31, 2022	SELL	$91.19 - $108.67 $285,515 - $340,245	-3,131 Reduced 38.77%	4,945 $451,000
Q2 2022 Aug 16, 2022	BUY	$93.66 - $112.65 $756,398 - $909,761	8,076 New	8,076 $801,000
Q4 2021 Feb 22, 2022	SELL	$95.53 - $108.96 $39,167 - $44,673	-410 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$100.96 - $110.33 $41,393 - $45,235	410 New	410 $43,000
Q3 2019 Nov 12, 2019	SELL	$103.28 - $115.56 $20,862 - $23,343	-202 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$99.62 - $107.96 $20,123 - $21,807	202 New	202 $43,000

699

18.6M

309K

178K

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.