Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $728 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Seagate Technology
Q3 2019 Filed on Nov 12, 2019
1,300
N/A
FLT
Fleetcor Technologies Inc

Technology
Q3 2019 Filed on Nov 12, 2019
217
$266.74 - $302.64 $57.9K - $65.7K
SBAC
Sba Communications Corp

Real Estate
Q3 2019 Filed on Nov 12, 2019
242
$224.99 - $269.28 $54.4K - $65.2K
SNY
Sanofi

Healthcare
Q3 2019 Filed on Nov 12, 2019
588
$40.34 - $46.64 $23.7K - $27.4K
FL
Foot Locker, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
94
$34.0 - $43.24 $3.2K - $4.06K
ROL
Rollins Inc

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
0
$21.02 - $25.43 $0 - $0
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
778
$10.13 - $14.48 $7.88K - $11.3K
Pyxus Intl
Q3 2019 Filed on Nov 12, 2019
120
N/A
PVH
Pvh Corp.

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
40
$69.01 - $95.26 $2.76K - $3.81K
PHM
Pultegroup Inc

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
1,197
$30.69 - $36.55 $36.7K - $43.8K
Fs Kkr
Q3 2019 Filed on Nov 12, 2019
2,139
N/A
PMX
Pimco Municipal Income Fund Iii

Financial Services
Q3 2019 Filed on Nov 12, 2019
2,272
$11.88 - $12.79 $27K - $29.1K
IT
Gartner Inc

Technology
Q3 2019 Filed on Nov 12, 2019
254
$126.49 - $171.04 $32.1K - $43.4K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
Q3 2019 Filed on Nov 12, 2019
1,200
$10.19 - $10.56 $12.2K - $12.7K
HQH
Tekla Healthcare Investors

Financial Services
Q3 2019 Filed on Nov 12, 2019
53
$18.24 - $20.34 $967 - $1.08K
Torchmark Corp
Q3 2019 Filed on Nov 12, 2019
497
N/A
TCRT
Alaunos Therapeutics, Inc.

Healthcare
Q3 2019 Filed on Nov 12, 2019
2,500
$4.13 - $6.94 $10.3K - $17.4K
EVRG
Evergy, Inc.

Utilities
Q3 2019 Filed on Nov 12, 2019
262
$60.16 - $67.31 $15.8K - $17.6K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q3 2019 Filed on Nov 12, 2019
279
$41.23 - $43.82 $11.5K - $12.2K
WEC
Wec Energy Group, Inc.

Utilities
Q3 2019 Filed on Nov 12, 2019
972
$83.13 - $97.73 $80.8K - $95K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q3 2019 Filed on Nov 12, 2019
18
$62.31 - $77.82 $1.12K - $1.4K
VRSK
Verisk Analytics, Inc.

Industrials
Q3 2019 Filed on Nov 12, 2019
394
$147.63 - $164.58 $58.2K - $64.8K
EXEL
Exelixis, Inc.

Healthcare
Q3 2019 Filed on Nov 12, 2019
2,021
$17.68 - $22.65 $35.7K - $45.8K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q3 2019 Filed on Nov 12, 2019
553
$49.05 - $49.56 $27.1K - $27.4K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
Q3 2019 Filed on Nov 12, 2019
16
$64.81 - $66.58 $1.04K - $1.07K
FAST
Fastenal CO

Industrials
Q3 2019 Filed on Nov 12, 2019
3,086
$28.56 - $33.64 $88.1K - $104K
Fiduciary Claymore
Q3 2019 Filed on Nov 12, 2019
688
N/A
United Technologies
Q3 2019 Filed on Nov 12, 2019
38
N/A
United States
Q3 2019 Filed on Nov 12, 2019
150
N/A
FBT
First Trust Nyse Arca Biotechn

ETFs
Q3 2019 Filed on Nov 12, 2019
7
$123.44 - $131.99 $864 - $924
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q3 2019 Filed on Nov 12, 2019
2,329
$12.64 - $13.41 $29.4K - $31.2K
Nuveen Ny
Q3 2019 Filed on Nov 12, 2019
1,721
N/A
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
Q3 2019 Filed on Nov 12, 2019
46
$32.03 - $33.35 $1.47K - $1.53K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q3 2019 Filed on Nov 12, 2019
4,123
$19.57 - $23.77 $80.7K - $98K
IVE
Ishares S&P 500 Value ETF

ETFs
Q3 2019 Filed on Nov 12, 2019
67
$112.0 - $120.88 $7.5K - $8.1K
HYG
Ishares Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
100
$85.49 - $87.52 $8.55K - $8.75K
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
32
$63.52 - $69.48 $2.03K - $2.22K
PTF
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
51
$22.63 - $24.26 $1.15K - $1.24K
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
22
$25.91 - $27.63 $570 - $608
Ishares Ibonds
Q3 2019 Filed on Nov 12, 2019
164
N/A
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q3 2019 Filed on Nov 12, 2019
62
$54.33 - $57.96 $3.37K - $3.59K
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
1,749
$21.04 - $22.05 $36.8K - $38.6K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q3 2019 Filed on Nov 12, 2019
5,236
$50.84 - $50.97 $266K - $267K
PSCT
Invesco S&P Smallcap Informati

ETFs
Q3 2019 Filed on Nov 12, 2019
13
$80.57 - $88.72 $1.05K - $1.15K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q3 2019 Filed on Nov 12, 2019
443
$183.17 - $198.52 $81.1K - $87.9K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q3 2019 Filed on Nov 12, 2019
1,158
$111.75 - $113.28 $129K - $131K
Ingersoll Rand
Q3 2019 Filed on Nov 12, 2019
525
N/A
SLV
I Shares Silver Trust

ETFs
Q3 2019 Filed on Nov 12, 2019
566
$14.05 - $18.34 $7.95K - $10.4K
Immunomedics Inc
Q3 2019 Filed on Nov 12, 2019
1,000
N/A
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