Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $1.17 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
JFR
Nuveen Floating Rate Income Fund

Financial Services
Q3 2019 Filed on Nov 12, 2019
1,095
$9.48 - $9.85 $10.4K - $10.8K
SHV
Ishares Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
859
$110.45 - $110.67 $94.9K - $95.1K
PTF
Invesco Exchange Traded Fd Tr

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

ETFs
Q3 2019 Filed on Nov 12, 2019
72
$60.34 - $61.87 $4.34K - $4.45K
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
22
$25.91 - $27.63 $570 - $608
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
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
PSCT
Invesco S&P Smallcap Informati

ETFs
Q3 2019 Filed on Nov 12, 2019
13
$80.57 - $88.72 $1.05K - $1.15K
Invesco S&P
Q3 2019 Filed on Nov 12, 2019
14
N/A
Ishares Ibonds
Q3 2019 Filed on Nov 12, 2019
164
N/A
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q3 2019 Filed on Nov 12, 2019
673
$130.07 - $147.8 $87.5K - $99.5K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q3 2019 Filed on Nov 12, 2019
1,158
$111.75 - $113.28 $129K - $131K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q3 2019 Filed on Nov 12, 2019
5,236
$50.84 - $50.97 $266K - $267K
SLV
I Shares Silver Trust

ETFs
Q3 2019 Filed on Nov 12, 2019
566
$14.05 - $18.34 $7.95K - $10.4K
IYJ
Ishares Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
35
$75.18 - $80.81 $2.63K - $2.83K
NI
Nisource Inc.

Utilities
Q3 2019 Filed on Nov 12, 2019
4,621
$27.63 - $30.56 $128K - $141K
NM
Navios Maritime Holdings Inc.

Industrials
Q3 2019 Filed on Nov 12, 2019
134
$4.29 - $7.81 $575 - $1.05K
MCO
Moodys Corp

Financial Services
Q3 2019 Filed on Nov 12, 2019
215
$197.58 - $220.54 $42.5K - $47.4K
ILMN
Illumina, Inc.

Healthcare
Q3 2019 Filed on Nov 12, 2019
4,807
$266.84 - $378.23 $1.28M - $1.82M
Immunomedics Inc
Q3 2019 Filed on Nov 12, 2019
1,000
N/A
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
Q3 2019 Filed on Nov 12, 2019
200
$17.09 - $18.58 $3.42K - $3.72K
LILA
Liberty Latin America Ltd.

Communication Services
Q3 2019 Filed on Nov 12, 2019
200
$14.34 - $17.62 $2.87K - $3.52K
LBTYK
Liberty Global PLC

Communication Services
Q3 2019 Filed on Nov 12, 2019
585
$23.79 - $27.51 $13.9K - $16.1K
LBTYA
Liberty Global PLC

Communication Services
Q3 2019 Filed on Nov 12, 2019
395
$24.67 - $28.39 $9.74K - $11.2K
Liberty Expedia
Q3 2019 Filed on Nov 12, 2019
100
N/A
Ingersoll Rand
Q3 2019 Filed on Nov 12, 2019
525
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
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q3 2019 Filed on Nov 12, 2019
270
$39.44 - $41.95 $10.6K - $11.3K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q3 2019 Filed on Nov 12, 2019
4,123
$19.57 - $23.77 $80.7K - $98K
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
PK
Park Hotels & Resorts Inc.

Real Estate
Q3 2019 Filed on Nov 12, 2019
77,089
$23.19 - $27.89 $1.79M - $2.15M
BALL
Ball Corp

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
867
$68.51 - $80.78 $59.4K - $70K
Blackrock Muniholdings
Q3 2019 Filed on Nov 12, 2019
1,883
N/A
Buckeye Partners
Q3 2019 Filed on Nov 12, 2019
16
N/A
CNP
Centerpoint Energy Inc

Utilities
Q3 2019 Filed on Nov 12, 2019
3,436
$27.28 - $30.61 $93.7K - $105K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
Q3 2019 Filed on Nov 12, 2019
875
$8.96 - $9.51 $7.84K - $8.32K
CF
Cf Industries Holdings, Inc.

Basic Materials
Q3 2019 Filed on Nov 12, 2019
1,100
$44.22 - $52.68 $48.6K - $57.9K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q3 2019 Filed on Nov 12, 2019
925
$71.58 - $80.28 $66.2K - $74.3K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
Q3 2019 Filed on Nov 12, 2019
2,118
$13.64 - $15.42 $28.9K - $32.7K
Columbia Property
Q3 2019 Filed on Nov 12, 2019
325
N/A
Aurora Cannabis
Q3 2019 Filed on Nov 12, 2019
1,230
N/A
Aphria Inc
Q3 2019 Filed on Nov 12, 2019
163
N/A
ANSS
Ansys Inc

Technology
Q3 2019 Filed on Nov 12, 2019
192
$190.15 - $221.36 $36.5K - $42.5K
SH
Proshares Short S&P500 New (De

ETFs
Q3 2019 Filed on Nov 12, 2019
158,946
$25.95 - $26.32 $4.12M - $4.18M
GLW
Corning Inc

Technology
Q3 2019 Filed on Nov 12, 2019
96,053
$27.07 - $34.12 $2.6M - $3.28M
NOK
Nokia Corp

Technology
Q3 2019 Filed on Nov 12, 2019
3
$4.87 - $5.72 $14.6 - $17.2
ALK
Alaska Air Group, Inc.

Industrials
Q3 2019 Filed on Nov 12, 2019
1,409
$57.93 - $65.87 $81.6K - $92.8K
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