Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $728 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
Q4 2021 Filed on Feb 22, 2022
166
$25.66 - $25.97 $4.26K - $4.31K
LEN
Lennar Corp

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
1,457
$91.85 - $116.91 $134K - $170K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
1,047
$129.96 - $155.99 $136K - $163K
FR
First Industrial Realty Trust Inc

Real Estate
Q4 2021 Filed on Feb 22, 2022
2,744
$53.08 - $66.48 $146K - $182K
GRMN
Garmin LTD

Technology
Q4 2021 Filed on Feb 22, 2022
930
$129.31 - $165.15 $120K - $154K
WTRG
Essential Utilities, Inc.

Utilities
Q4 2021 Filed on Feb 22, 2022
3,221
$46.24 - $53.69 $149K - $173K
BAM
Brookfield Asset Management Inc.

Financial Services
Q4 2021 Filed on Feb 22, 2022
3,034
$53.79 - $61.85 $163K - $188K
PKG
Packaging Corp Of America

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
1,244
$128.17 - $142.67 $159K - $177K
OHI
Omega Healthcare Investors Inc

Real Estate
Q4 2021 Filed on Feb 22, 2022
436
$27.42 - $31.63 $12K - $13.8K
IGF
Ishares Global Infrastructure

ETFs
Q4 2021 Filed on Feb 22, 2022
635
$44.99 - $48.4 $28.6K - $30.7K
UAA
Under Armour, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
400
$19.94 - $26.96 $7.98K - $10.8K
KXI
Ishares Tr Global Consumer Sta

ETFs
Q4 2021 Filed on Feb 22, 2022
563
$59.83 - $64.73 $33.7K - $36.4K
TROW
Price T Rowe Group Inc

Financial Services
Q4 2021 Filed on Feb 22, 2022
1,038
$188.5 - $221.29 $196K - $230K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q4 2021 Filed on Feb 22, 2022
5,656
$91.87 - $125.12 $520K - $708K
TER
Teradyne, Inc

Technology
Q4 2021 Filed on Feb 22, 2022
100
$107.27 - $168.56 $10.7K - $16.9K
SUB
Ishares Short Term National Mu

ETFs
Q4 2021 Filed on Feb 22, 2022
790
$107.24 - $107.56 $84.7K - $85K
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2021 Filed on Feb 22, 2022
96
$53.63 - $62.52 $5.15K - $6K
XEL
Xcel Energy Inc

Utilities
Q4 2021 Filed on Feb 22, 2022
2,545
$62.44 - $68.95 $159K - $175K
VB
Vanguard Small Cap ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
264
$215.13 - $239.37 $56.8K - $63.2K
PLXP
P Lx Pharma Inc.

Healthcare
Q4 2021 Filed on Feb 22, 2022
275
$7.69 - $19.66 $2.11K - $5.41K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
200
$29.33 - $34.9 $5.87K - $6.98K
UEC
Uranium Energy Corp

Energy
Q4 2021 Filed on Feb 22, 2022
5,500
$2.89 - $5.49 $15.9K - $30.2K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
402
$17.06 - $22.63 $6.86K - $9.1K
ROP
Roper Technologies Inc

Industrials
Q4 2021 Filed on Feb 22, 2022
14
$445.49 - $498.43 $6.24K - $6.98K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q4 2021 Filed on Feb 22, 2022
536
$30.22 - $33.49 $16.2K - $18K
TLRY
Tilray Brands, Inc.

Healthcare
Q4 2021 Filed on Feb 22, 2022
487
$7.03 - $13.03 $3.42K - $6.35K
GIM
Templeton Global Income Fund

Financial Services
Q4 2021 Filed on Feb 22, 2022
34
$5.03 - $5.49 $171 - $187
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q4 2021 Filed on Feb 22, 2022
610
$30.42 - $30.64 $18.6K - $18.7K
BNS
Bank Of Nova Scotia

Financial Services
Q4 2021 Filed on Feb 22, 2022
84
$61.54 - $71.73 $5.17K - $6.03K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q4 2021 Filed on Feb 22, 2022
263
$91.42 - $91.46 $24K - $24.1K
IDU
Ishares Tr U S Utils ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
205
$79.02 - $88.43 $16.2K - $18.1K
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2021 Filed on Feb 22, 2022
118,527
$32.88 - $37.84 $3.9M - $4.49M
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q4 2021 Filed on Feb 22, 2022
250
$99.12 - $110.76 $24.8K - $27.7K
IYF
Ishares Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
2,090
$83.02 - $90.24 $174K - $189K
QRVO
Qorvo, Inc.

Technology
Q4 2021 Filed on Feb 22, 2022
18,193
$146.1 - $178.12 $2.66M - $3.24M
LBRDA
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 22, 2022
407
$147.21 - $174.38 $59.9K - $71K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
296,317
$15.66 - $18.28 $4.64M - $5.42M
LBRDK
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 22, 2022
107
$148.48 - $177.33 $15.9K - $19K
MUX
Mc Ewen Mining Inc.

Basic Materials
Q4 2021 Filed on Feb 22, 2022
4,500
$8.3 - $12.0 $37.4K - $54K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
Q4 2021 Filed on Feb 22, 2022
172
$25.98 - $26.52 $4.47K - $4.56K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 22, 2022
256
$58.07 - $66.37 $14.9K - $17K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
Q4 2021 Filed on Feb 22, 2022
2,940
$28.05 - $30.65 $82.5K - $90.1K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2021 Filed on Feb 22, 2022
342
$87.51 - $89.66 $29.9K - $30.7K
SHAK
Shake Shack Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
83
$69.17 - $90.97 $5.74K - $7.55K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
2,861
$42.23 - $47.97 $121K - $137K
TD
Toronto Dominion Bank

Financial Services
Q4 2021 Filed on Feb 22, 2022
203
$67.6 - $76.68 $13.7K - $15.6K
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
CIBR
First Tr Fd Ii Nasdaq Cybersec

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