Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $813 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SHAK
Shake Shack Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
83
$69.17 - $90.97 $5.74K - $7.55K
IVV
Ishares Core S&P 500 ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
161
$430.29 - $479.53 $69.3K - $77.2K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q4 2021 Filed on Feb 22, 2022
536
$30.22 - $33.49 $16.2K - $18K
STOR
Store Capital Corp

Real Estate
Q4 2021 Filed on Feb 22, 2022
2,080
$32.16 - $35.11 $66.9K - $73K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q4 2021 Filed on Feb 22, 2022
300
$193.71 - $248.86 $58.1K - $74.7K
PKG
Packaging Corp Of America

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
1,244
$128.17 - $142.67 $159K - $177K
MASI
Masimo Corp

Healthcare
Q4 2021 Filed on Feb 22, 2022
199
$266.41 - $303.29 $53K - $60.4K
Invesco Bulletshares
Q4 2021 Filed on Feb 22, 2022
1,229
N/A
MSTR
Microstrategy Inc

Technology
Q4 2021 Filed on Feb 22, 2022
10
$544.49 - $860.0 $5.44K - $8.6K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
100
$111.96 - $177.7 $11.2K - $17.8K
IHF
Ishares Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
140
$251.93 - $291.68 $35.3K - $40.8K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
300
$76.4 - $81.83 $22.9K - $24.5K
IDXX
Idexx Laboratories Inc

Healthcare
Q4 2021 Filed on Feb 22, 2022
361
$586.54 - $666.48 $212K - $241K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
1,095
$50.02 - $53.73 $54.8K - $58.8K
EPD
Enterprise Products Partners L.P.

Energy
Q4 2021 Filed on Feb 22, 2022
100
$20.73 - $24.69 $2.07K - $2.47K
ET
Energy Transfer LP

Energy
Q4 2021 Filed on Feb 22, 2022
192
$8.15 - $10.19 $1.56K - $1.96K
AVDL
Avadel Pharmaceuticals PLC

Healthcare
Q4 2021 Filed on Feb 22, 2022
1,500
$7.34 - $11.18 $11K - $16.8K
Blackrock Muniyield
Q4 2021 Filed on Feb 22, 2022
2,049
N/A
BNDX
Vanguard Total International B

ETFs
Q4 2021 Filed on Feb 22, 2022
0
$55.11 - $57.44 $0 - $0
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q4 2021 Filed on Feb 22, 2022
0
$61.51 - $66.09 $0 - $0
MFC
Manulife Financial Corp

Financial Services
Q4 2021 Filed on Feb 22, 2022
0
$17.93 - $20.54 $0 - $0
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
Q4 2021 Filed on Feb 22, 2022
1,592
$25.23 - $26.08 $40.2K - $41.5K
GGG
Graco Inc

Industrials
Q4 2021 Filed on Feb 22, 2022
0
$68.83 - $80.62 $0 - $0
CGC
Canopy Growth Corp

Healthcare
Q4 2021 Filed on Feb 22, 2022
127
$8.73 - $15.27 $1.11K - $1.94K
IYE
Ishares Tr

ETFs
Q4 2021 Filed on Feb 22, 2022
3,514
$28.79 - $32.36 $101K - $114K
SQ
Block, Inc.

Technology
Q4 2021 Filed on Feb 22, 2022
105
$158.3 - $265.08 $16.6K - $27.8K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2021 Filed on Feb 22, 2022
47
$192.55 - $216.56 $9.05K - $10.2K
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
WDC
Western Digital Corp

Technology
Q4 2021 Filed on Feb 22, 2022
600
$52.29 - $66.13 $31.4K - $39.7K
USB
Us Bancorp \De\

Financial Services
Q4 2021 Filed on Feb 22, 2022
124
$54.85 - $62.74 $6.8K - $7.78K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q4 2021 Filed on Feb 22, 2022
482
$30.27 - $33.17 $14.6K - $16K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
Q4 2021 Filed on Feb 22, 2022
6,390
$13.24 - $15.19 $84.6K - $97.1K
SCHO
Schwab Short Term Us Treasury

ETFs
Q4 2021 Filed on Feb 22, 2022
114
$50.83 - $51.21 $5.79K - $5.84K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q4 2021 Filed on Feb 22, 2022
7,959
$15.13 - $18.22 $120K - $145K
DSL
Double Line Income Solutions Fund

Financial Services
Q4 2021 Filed on Feb 22, 2022
5,547
$15.83 - $18.15 $87.8K - $101K
XLF
Financial Sector Spdr

ETFs
Q4 2021 Filed on Feb 22, 2022
2,157
$37.54 - $40.62 $81K - $87.6K
LNC
Lincoln National Corp

Financial Services
Q4 2021 Filed on Feb 22, 2022
3,505
$62.86 - $76.13 $220K - $267K
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Feb 22, 2022
0
$47.44 - $52.5 $0 - $0
KEY
Keycorp

Financial Services
Q4 2021 Filed on Feb 22, 2022
2,700
$22.06 - $24.2 $59.6K - $65.3K
GGT
Gabelli Multimedia Trust Inc.

Financial Services
Q4 2021 Filed on Feb 22, 2022
0
$8.39 - $9.52 $0 - $0
VCEB
Vanguard World Fd Esg U S Corp

ETFs
Q4 2021 Filed on Feb 22, 2022
30
$72.79 - $74.53 $2.18K - $2.24K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q4 2021 Filed on Feb 22, 2022
60
$60.05 - $64.51 $3.6K - $3.87K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q4 2021 Filed on Feb 22, 2022
70
$59.38 - $63.62 $4.16K - $4.45K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q4 2021 Filed on Feb 22, 2022
150
$30.56 - $30.65 $4.58K - $4.6K
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2021 Filed on Feb 22, 2022
62
$80.02 - $90.61 $4.96K - $5.62K
BNS
Bank Of Nova Scotia

Financial Services
Q4 2021 Filed on Feb 22, 2022
84
$61.54 - $71.73 $5.17K - $6.03K
CTSH
Cognizant Technology Solutions Corp

Technology
Q4 2021 Filed on Feb 22, 2022
70
$74.34 - $89.59 $5.2K - $6.27K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q4 2021 Filed on Feb 22, 2022
94
$80.05 - $92.13 $7.52K - $8.66K
ALV
Autoliv Inc

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
61
$86.09 - $108.16 $5.25K - $6.6K
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