Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $813 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BOX
Box Inc

Technology
Q4 2021 Filed on Feb 22, 2022
720
$23.41 - $27.71 $16.9K - $20K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 22, 2022
256
$58.07 - $66.37 $14.9K - $17K
MUX
Mc Ewen Mining Inc.

Basic Materials
Q4 2021 Filed on Feb 22, 2022
4,500
$8.3 - $12.0 $37.4K - $54K
GII
Spdr S&P Global Infrasture ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
550
$51.73 - $55.68 $28.5K - $30.6K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
165
$156.38 - $207.21 $25.8K - $34.2K
RETL
Direxion Daily Retail Bull 3 X

ETFs
Q4 2021 Filed on Feb 22, 2022
144
$30.74 - $56.2 $4.43K - $8.09K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q4 2021 Filed on Feb 22, 2022
407
$62.83 - $68.98 $25.6K - $28.1K
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Feb 22, 2022
204
$99.53 - $127.75 $20.3K - $26.1K
LBRDK
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 22, 2022
107
$148.48 - $177.33 $15.9K - $19K
LBRDA
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 22, 2022
407
$147.21 - $174.38 $59.9K - $71K
GUSH
Direxion Shs ETF Tr Daily S&P

ETFs
Q4 2021 Filed on Feb 22, 2022
265
$19.81 - $30.29 $5.25K - $8.03K
IYF
Ishares Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
2,090
$83.02 - $90.24 $174K - $189K
QDEF
Flexshares Quality Div Defensi

ETFs
Q4 2021 Filed on Feb 22, 2022
426
$53.1 - $59.41 $22.6K - $25.3K
IDU
Ishares Tr U S Utils ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
205
$79.02 - $88.43 $16.2K - $18.1K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q4 2021 Filed on Feb 22, 2022
393
$50.43 - $56.16 $19.8K - $22.1K
WTRG
Essential Utilities, Inc.

Utilities
Q4 2021 Filed on Feb 22, 2022
3,221
$46.24 - $53.69 $149K - $173K
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
Q4 2021 Filed on Feb 22, 2022
166
$25.66 - $25.97 $4.26K - $4.31K
PXQ
Invesco Exchange Traded Fd Tr
Q4 2021 Filed on Feb 22, 2022
1,188
N/A
TDC
Teradata Corp

Technology
Q4 2021 Filed on Feb 22, 2022
168
$41.42 - $58.89 $6.96K - $9.89K
AZO
Autozone Inc

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
5
$1642.51 - $2104.04 $8.21K - $10.5K
PKW
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
187
$90.64 - $98.11 $16.9K - $18.3K
Cimarex Energy
Q4 2021 Filed on Feb 22, 2022
96
N/A
NVCR
Novo Cure LTD

Healthcare
Q4 2021 Filed on Feb 22, 2022
63
$75.08 - $121.99 $4.73K - $7.69K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
100
$44.65 - $81.34 $4.47K - $8.13K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q4 2021 Filed on Feb 22, 2022
80
$89.89 - $108.82 $7.19K - $8.71K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Feb 22, 2022
108
$58.09 - $82.51 $6.27K - $8.91K
EMN
Eastman Chemical CO

Basic Materials
Q4 2021 Filed on Feb 22, 2022
65
$102.11 - $120.91 $6.64K - $7.86K
HSY
Hershey CO

Consumer Defensive
Q4 2021 Filed on Feb 22, 2022
24
$170.78 - $193.47 $4.1K - $4.64K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q4 2021 Filed on Feb 22, 2022
124
$48.4 - $56.11 $6K - $6.96K
HL
Hecla Mining CO

Basic Materials
Q4 2021 Filed on Feb 22, 2022
5,249
$4.75 - $6.44 $24.9K - $33.8K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
367
$44.18 - $53.27 $16.2K - $19.6K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
1,235
$41.39 - $45.08 $51.1K - $55.7K
INMD
In Mode Ltd.

Healthcare
Q4 2021 Filed on Feb 22, 2022
90
$63.78 - $97.86 $5.74K - $8.81K
KXI
Ishares Tr Global Consumer Sta

ETFs
Q4 2021 Filed on Feb 22, 2022
563
$59.83 - $64.73 $33.7K - $36.4K
IGF
Ishares Global Infrastructure

ETFs
Q4 2021 Filed on Feb 22, 2022
635
$44.99 - $48.4 $28.6K - $30.7K
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2021 Filed on Feb 22, 2022
118,527
$32.88 - $37.84 $3.9M - $4.49M
LEN
Lennar Corp

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
1,457
$91.85 - $116.91 $134K - $170K
MD
Mednax, Inc.

Healthcare
Q4 2021 Filed on Feb 22, 2022
481
$24.43 - $28.72 $11.8K - $13.8K
TD
Toronto Dominion Bank

Financial Services
Q4 2021 Filed on Feb 22, 2022
203
$67.6 - $76.68 $13.7K - $15.6K
OXY
Occidental Petroleum Corp

Energy
Q4 2021 Filed on Feb 22, 2022
400
$26.98 - $35.36 $10.8K - $14.1K
ENTG
Entegris Inc

Technology
Q4 2021 Filed on Feb 22, 2022
89
$120.15 - $154.75 $10.7K - $13.8K
JBL
Jabil Inc

Technology
Q4 2021 Filed on Feb 22, 2022
188
$58.26 - $71.51 $11K - $13.4K
ROP
Roper Technologies Inc

Industrials
Q4 2021 Filed on Feb 22, 2022
14
$445.49 - $498.43 $6.24K - $6.98K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q4 2021 Filed on Feb 22, 2022
135
$71.78 - $86.27 $9.69K - $11.6K
PBE
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
903
$66.16 - $77.31 $59.7K - $69.8K
Golden Star
Q4 2021 Filed on Feb 22, 2022
294
N/A
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q4 2021 Filed on Feb 22, 2022
350
$84.47 - $85.89 $29.6K - $30.1K
TER
Teradyne, Inc

Technology
Q4 2021 Filed on Feb 22, 2022
100
$107.27 - $168.56 $10.7K - $16.9K
XEL
Xcel Energy Inc

Utilities
Q4 2021 Filed on Feb 22, 2022
2,545
$62.44 - $68.95 $159K - $175K
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