Ibex Wealth Advisors Spdr S&P Insurance ETF Transaction History

Ibex Wealth Advisors

$813 Million
Q4 2024

A detailed history of Ibex Wealth Advisors transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, Ibex Wealth Advisors holds 19,921 shares of KIE stock, worth $1.16 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

19,921

Holding current value

$1.16 Million

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$55.65 - $62.03 $1.11 Million - $1.24 Million	19,921 New	19,921 $1.13 Million

Others Institutions Holding KIE

# of Institutions

191

Shares Held

15M

Call Options Held

399K

Put Options Held

605K

Jpmorgan Chase & CO New York, NY

3.01M
Shares

$176 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.91M
Shares

$111 Million
0.02% of portfolio
Ubs Group Ag

1.34M
Shares

$78 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.31M
Shares

$76.4 Million
0.01% of portfolio
J.Safra Asset Management Corp

647K
Shares

$37.8 Million
3.05% of portfolio

View Full List

About SPDR S&P INSURANCE ETF

Ticker KIE
Sector ETFs
Industry ETFs

More about KIE

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.

Account

Ibex Wealth Advisors Spdr S&P Insurance ETF Transaction History