Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2021 Filed on Feb 22, 2022
342
$87.51 - $89.66 $29.9K - $30.7K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q4 2021 Filed on Feb 22, 2022
263
$91.42 - $91.46 $24K - $24.1K
OFC
Corporate Office Properties Trust

Real Estate
Q4 2021 Filed on Feb 22, 2022
263
$25.14 - $28.46 $6.61K - $7.48K
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2021 Filed on Feb 22, 2022
96
$53.63 - $62.52 $5.15K - $6K
VO
Vanguard Mid Cap ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
404
$236.98 - $261.2 $95.7K - $106K
XEL
Xcel Energy Inc

Utilities
Q4 2021 Filed on Feb 22, 2022
2,545
$62.44 - $68.95 $159K - $175K
GPRE
Green Plains Inc.

Basic Materials
Q4 2021 Filed on Feb 22, 2022
2,666
$33.86 - $43.86 $90.3K - $117K
RH
Rh

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
126
$527.42 - $689.63 $66.5K - $86.9K
ARKW
Ark Next Generation Internet E

ETFs
Q4 2021 Filed on Feb 22, 2022
4,632
$117.89 - $161.28 $546K - $747K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q4 2021 Filed on Feb 22, 2022
7,436
$50.47 - $50.71 $375K - $377K
HUBB
Hubbell Inc

Industrials
Q4 2021 Filed on Feb 22, 2022
696
$178.98 - $210.14 $125K - $146K
FRC
First Republic Bank

Financial Services
Q4 2021 Filed on Feb 22, 2022
679
$196.19 - $221.91 $133K - $151K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
2,861
$42.23 - $47.97 $121K - $137K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
Q4 2021 Filed on Feb 22, 2022
2,038
$64.84 - $74.13 $132K - $151K
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
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
TROW
Price T Rowe Group Inc

Financial Services
Q4 2021 Filed on Feb 22, 2022
1,038
$188.5 - $221.29 $196K - $230K
DFS
Discover Financial Services

Financial Services
Q4 2021 Filed on Feb 22, 2022
1,752
$106.13 - $132.99 $186K - $233K
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2021 Filed on Feb 22, 2022
3,906
$49.38 - $52.95 $193K - $207K
Apollo Global
Q4 2021 Filed on Feb 22, 2022
1,324
N/A
VB
Vanguard Small Cap ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
264
$215.13 - $239.37 $56.8K - $63.2K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q4 2021 Filed on Feb 22, 2022
536
$30.22 - $33.49 $16.2K - $18K
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
900
$44.57 - $55.81 $40.1K - $50.2K
MOS
Mosaic CO

Basic Materials
Q4 2021 Filed on Feb 22, 2022
1,400
$33.62 - $42.47 $47.1K - $59.5K
ROP
Roper Technologies Inc

Industrials
Q4 2021 Filed on Feb 22, 2022
14
$445.49 - $498.43 $6.24K - $6.98K
VV
Vanguard Large Cap ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
248
$200.26 - $221.75 $49.7K - $55K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q4 2021 Filed on Feb 22, 2022
1,196
$39.06 - $43.63 $46.7K - $52.2K
MARA
Marathon Digital Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 22, 2022
1,384
$32.47 - $76.09 $44.9K - $105K
CRCT
Cricut, Inc.

Technology
Q4 2021 Filed on Feb 22, 2022
1,500
$21.55 - $30.0 $32.3K - $45K
X
United States Steel Corp

Basic Materials
Q4 2021 Filed on Feb 22, 2022
1,800
$20.5 - $26.88 $36.9K - $48.4K
PLXP
P Lx Pharma Inc.

Healthcare
Q4 2021 Filed on Feb 22, 2022
275
$7.69 - $19.66 $2.11K - $5.41K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
Q4 2021 Filed on Feb 22, 2022
2,305
$16.49 - $17.25 $38K - $39.8K
OHI
Omega Healthcare Investors Inc

Real Estate
Q4 2021 Filed on Feb 22, 2022
436
$27.42 - $31.63 $12K - $13.8K
PAVE
Global X Fds Us Infrastructure

ETFs
Q4 2021 Filed on Feb 22, 2022
1,524
$25.7 - $29.01 $39.2K - $44.2K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 22, 2022
1,996
$15.11 - $15.87 $30.2K - $31.7K
CTLT
Catalent, Inc.

Healthcare
Q4 2021 Filed on Feb 22, 2022
380
$119.57 - $139.07 $45.4K - $52.8K
SHAK
Shake Shack Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
83
$69.17 - $90.97 $5.74K - $7.55K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q4 2021 Filed on Feb 22, 2022
300
$124.9 - $158.28 $37.5K - $47.5K
AA
Alcoa Corp

Basic Materials
Q4 2021 Filed on Feb 22, 2022
1,493
$43.78 - $59.83 $65.4K - $89.3K
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
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
Q4 2021 Filed on Feb 22, 2022
4,744
$14.62 - $16.16 $69.4K - $76.7K
IVV
Ishares Core S&P 500 ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
161
$430.29 - $479.53 $69.3K - $77.2K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
402
$17.06 - $22.63 $6.86K - $9.1K
UAA
Under Armour, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
400
$19.94 - $26.96 $7.98K - $10.8K
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