Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025
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
IYF
Ishares Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
2,090
$83.02 - $90.24 $174K - $189K
SPOT
Spotify Technology S.A.

Communication Services
Q4 2021 Filed on Feb 22, 2022
69
$221.91 - $300.95 $15.3K - $20.8K
LBRDA
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 22, 2022
407
$147.21 - $174.38 $59.9K - $71K
LBRDK
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 22, 2022
107
$148.48 - $177.33 $15.9K - $19K
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
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
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 22, 2022
256
$58.07 - $66.37 $14.9K - $17K
INMD
In Mode Ltd.

Healthcare
Q4 2021 Filed on Feb 22, 2022
90
$63.78 - $97.86 $5.74K - $8.81K
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
Q4 2021 Filed on Feb 22, 2022
750
$15.42 - $23.24 $11.6K - $17.4K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
Q4 2021 Filed on Feb 22, 2022
169
$26.38 - $27.03 $4.46K - $4.57K
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
HSY
Hershey CO

Consumer Defensive
Q4 2021 Filed on Feb 22, 2022
24
$170.78 - $193.47 $4.1K - $4.64K
PBE
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
903
$66.16 - $77.31 $59.7K - $69.8K
PEJ
Invesco Exchange Traded Fd Tr

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

ETFs
Q4 2021 Filed on Feb 22, 2022
187
$90.64 - $98.11 $16.9K - $18.3K
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
MSTR
Microstrategy Inc

Technology
Q4 2021 Filed on Feb 22, 2022
10
$544.49 - $860.0 $5.44K - $8.6K
BOTZ
Global X Fds

ETFs
Q4 2021 Filed on Feb 22, 2022
151
$34.68 - $39.83 $5.24K - $6.01K
AZO
Autozone Inc

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
5
$1642.51 - $2104.04 $8.21K - $10.5K
TDC
Teradata Corp

Technology
Q4 2021 Filed on Feb 22, 2022
168
$41.42 - $58.89 $6.96K - $9.89K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
Q4 2021 Filed on Feb 22, 2022
160
$28.15 - $28.74 $4.5K - $4.6K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
Q4 2021 Filed on Feb 22, 2022
172
$25.98 - $26.52 $4.47K - $4.56K
JBL
Jabil Inc

Technology
Q4 2021 Filed on Feb 22, 2022
188
$58.26 - $71.51 $11K - $13.4K
Ishares Ibonds
Q4 2021 Filed on Feb 22, 2022
166
N/A
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
Q4 2021 Filed on Feb 22, 2022
167
$25.89 - $26.28 $4.32K - $4.39K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
Q4 2021 Filed on Feb 22, 2022
168
$26.4 - $26.86 $4.44K - $4.51K
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q4 2021 Filed on Feb 22, 2022
165
N/A
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
Q4 2021 Filed on Feb 22, 2022
166
$25.66 - $25.97 $4.26K - $4.31K
OXY
Occidental Petroleum Corp

Energy
Q4 2021 Filed on Feb 22, 2022
400
$26.98 - $35.36 $10.8K - $14.1K
KXI
Ishares Tr Global Consumer Sta

ETFs
Q4 2021 Filed on Feb 22, 2022
563
$59.83 - $64.73 $33.7K - $36.4K
PXQ
Invesco Exchange Traded Fd Tr
Q4 2021 Filed on Feb 22, 2022
1,188
N/A
IGF
Ishares Global Infrastructure

ETFs
Q4 2021 Filed on Feb 22, 2022
635
$44.99 - $48.4 $28.6K - $30.7K
ENTG
Entegris Inc

Technology
Q4 2021 Filed on Feb 22, 2022
89
$120.15 - $154.75 $10.7K - $13.8K
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
CLOU
Global X Fds Cloud Computing E

ETFs
Q4 2021 Filed on Feb 22, 2022
185
$26.26 - $32.14 $4.86K - $5.95K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Feb 22, 2022
1,633
$58.39 - $78.64 $95.4K - $128K
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
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
QRVO
Qorvo, Inc.

Technology
Q4 2021 Filed on Feb 22, 2022
18,193
$146.1 - $178.12 $2.66M - $3.24M
HBI
Hanesbrands Inc.

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