Ibex Wealth Advisors Ishares Trust Ishares Pfd And Transaction History

Ibex Wealth Advisors

$369 Million
Q1 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 06, 2023	SELL	$29.96 - $32.28 $352,868 - $380,193	-11,778 Reduced 9.94%	106,715 $3.26 Million
Q3 2022 Oct 31, 2022	BUY	$31.63 - $35.35 $594,043 - $663,908	18,781 Added 18.84%	118,493 $3.75 Million
Q2 2022 Aug 16, 2022	SELL	$32.02 - $36.26 $61,414 - $69,546	-1,918 Reduced 1.89%	99,712 $3.28 Million
Q1 2022 May 16, 2022	SELL	$34.86 - $39.14 $160,111 - $179,770	-4,593 Reduced 4.32%	101,630 $3.7 Million
Q4 2021 Feb 22, 2022	SELL	$38.29 - $39.43 $620,374 - $638,844	-16,202 Reduced 13.23%	106,223 $4.19 Million

Q3 2021 Nov 12, 2021	SELL	$38.55 - $39.48 $42,790 - $43,822	-1,110 Reduced 0.9%	122,425 $4.75 Million
Q2 2021 Aug 20, 2021	SELL	$37.96 - $39.34 $343,310 - $355,790	-9,044 Reduced 6.82%	123,535 $4.86 Million
Q1 2021 May 05, 2021	SELL	$37.15 - $38.46 $577,050 - $597,399	-15,533 Reduced 10.49%	132,579 $5.09 Million
Q4 2020 Jan 22, 2021	BUY	$36.13 - $38.51 $194,018 - $206,798	5,370 Added 3.76%	148,112 $5.7 Million
Q3 2020 Oct 23, 2020	BUY	$34.54 - $36.7 $118,472 - $125,881	3,430 Added 2.46%	142,742 $5.2 Million
Q2 2020 Aug 14, 2020	BUY	$30.01 - $35.86 $351,237 - $419,705	11,704 Added 9.17%	139,312 $4.83 Million
Q1 2020 May 05, 2020	BUY	$25.12 - $38.29 $113,065 - $172,343	4,501 Added 3.66%	127,608 $4.06 Million
Q4 2019 Jan 24, 2020	BUY	$36.77 - $37.68 $132,960 - $136,250	3,616 Added 3.03%	123,107 $4.63 Million
Q3 2019 Nov 12, 2019	SELL	$36.77 - $37.53 $14,229 - $14,524	-387 Reduced 0.32%	119,491 $4.48 Million
Q2 2019 Jul 30, 2019	BUY	$36.27 - $37.09 $537,340 - $549,488	14,815 Added 14.1%	119,878 $4.42 Million
Q1 2019 May 01, 2019	BUY	$34.55 - $36.63 $129,907 - $137,728	3,760 Added 3.71%	105,063 $3.84 Million
Q4 2018 Feb 01, 2019	SELL	$33.41 - $36.68 $345,693 - $379,527	-10,347 Reduced 9.27%	101,303 $3.47 Million
Q3 2018 Oct 09, 2018	BUY	$37.02 - $38.0 $161,851 - $166,136	4,372 Added 4.08%	111,650 $4.1 Million
Q1 2018 Jun 13, 2018	BUY	$36.79 - $38.19 $3.95 Million - $4.1 Million	107,278 New	107,278 $4 Million
Q4 2017 Feb 13, 2018	SELL	$38.07 - $38.65 $3.98 Million - $4.04 Million	-104,631 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$38.8 - $38.86 $4.06 Million - $4.07 Million	104,631	104,631 $4.01 Million

Others Institutions Holding PFF

# of Institutions

1,104

Shares Held

198M

Call Options Held

454K

Put Options Held

746K

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