Ibex Wealth Advisors Ishares Tr Transaction History
Ibex Wealth Advisors
- $902 Million
- Q2 2025
Shares
6 transactions
Others Institutions Holding IYE
# of Institutions
319Shares Held
14.6MCall Options Held
8.6KPut Options Held
0-
Morgan Stanley New York, NY2MShares$92.8 Million0.01% of portfolio
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Pgim Custom Harvest LLC Newark, NJ1.45MShares$67.5 Million1.37% of portfolio
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Bank Of America Corp Charlotte, NC1.17MShares$54.1 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA968KShares$44.9 Million0.01% of portfolio
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Goldman Sachs Group Inc New York, NY923KShares$42.8 Million0.01% of portfolio