Ibex Wealth Advisors Industrial Sector Spdr Transaction History

Ibex Wealth Advisors

$1.17 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	SELL	$84.74 - $102.33 $7,372 - $8,902	-87 Reduced 0.4%	21,417 $2.1 Million
Q3 2022 Oct 31, 2022	BUY	$82.84 - $100.53 $745 - $904	9 Added 0.04%	21,504 $1.78 Million
Q2 2022 Aug 16, 2022	BUY	$85.56 - $102.18 $684 - $817	8 Added 0.04%	21,495 $1.88 Million
Q1 2022 May 16, 2022	BUY	$95.6 - $107.05 $4,971 - $5,566	52 Added 0.24%	21,487 $2.21 Million
Q4 2021 Feb 22, 2022	SELL	$98.64 - $107.12 $3,945 - $4,284	-40 Reduced 0.19%	21,435 $2.27 Million
Q3 2021 Nov 12, 2021	SELL	$97.84 - $105.53 $41,092 - $44,322	-420 Reduced 1.92%	21,475 $2.1 Million
Q2 2021 Aug 20, 2021	BUY	$98.78 - $105.53 $24,793 - $26,488	251 Added 1.16%	21,895 $2.24 Million
Q1 2021 May 05, 2021	BUY	$84.77 - $98.77 $322,126 - $375,326	3,800 Added 21.3%	21,644 $2.13 Million
Q4 2020 Jan 22, 2021	BUY	$74.87 - $89.65 $1.34 Million - $1.6 Million	17,844 New	17,844 $1.58 Million

Others Institutions Holding XLI

# of Institutions

1,437

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

Bank Of America Corp Charlotte, NC

17.6M
Shares

$2.52 Billion
0.2% of portfolio
Morgan Stanley New York, NY

8.62M
Shares

$1.23 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

7.09M
Shares

$1.01 Billion
0.08% of portfolio
Goldman Sachs Group Inc New York, NY

6.43M
Shares

$921 Million
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

5.73M
Shares

$820 Million
0.18% of portfolio

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

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