Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
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
Seagate Technology
Q3 2019 Filed on Nov 12, 2019
1,300
N/A
HQH
Tekla Healthcare Investors

Financial Services
Q3 2019 Filed on Nov 12, 2019
53
$18.24 - $20.34 $967 - $1.08K
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
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q3 2019 Filed on Nov 12, 2019
553
$49.05 - $49.56 $27.1K - $27.4K
United Technologies
Q3 2019 Filed on Nov 12, 2019
38
N/A
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
United States
Q3 2019 Filed on Nov 12, 2019
150
N/A
TDG
Trans Digm Group Inc

Industrials
Q3 2019 Filed on Nov 12, 2019
116
$461.33 - $550.83 $53.5K - $63.9K
Torchmark Corp
Q3 2019 Filed on Nov 12, 2019
497
N/A
CENX
Century Aluminum CO

Basic Materials
Q3 2019 Filed on Nov 12, 2019
2,590
$5.15 - $7.83 $13.3K - $20.3K
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
22
$25.91 - $27.63 $570 - $608
HYG
Ishares Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
100
$85.49 - $87.52 $8.55K - $8.75K
Ishares Ibonds
Q3 2019 Filed on Nov 12, 2019
164
N/A
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q3 2019 Filed on Nov 12, 2019
5,236
$50.84 - $50.97 $266K - $267K
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
Invesco S&P
Q3 2019 Filed on Nov 12, 2019
14
N/A
PSCT
Invesco S&P Smallcap Informati

ETFs
Q3 2019 Filed on Nov 12, 2019
13
$80.57 - $88.72 $1.05K - $1.15K
PPA
Invesco Exchange Traded Fd Tr

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

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

ETFs
Q3 2019 Filed on Nov 12, 2019
1,749
$21.04 - $22.05 $36.8K - $38.6K
IVE
Ishares S&P 500 Value ETF

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

ETFs
Q3 2019 Filed on Nov 12, 2019
859
$110.45 - $110.67 $94.9K - $95.1K
NM
Navios Maritime Holdings Inc.

Industrials
Q3 2019 Filed on Nov 12, 2019
134
$4.29 - $7.81 $575 - $1.05K
LILA
Liberty Latin America Ltd.

Communication Services
Q3 2019 Filed on Nov 12, 2019
200
$14.34 - $17.62 $2.87K - $3.52K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q3 2019 Filed on Nov 12, 2019
4,123
$19.57 - $23.77 $80.7K - $98K
NOK
Nokia Corp

Technology
Q3 2019 Filed on Nov 12, 2019
3
$4.87 - $5.72 $14.6 - $17.2
LBTYK
Liberty Global PLC

Communication Services
Q3 2019 Filed on Nov 12, 2019
585
$23.79 - $27.51 $13.9K - $16.1K
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
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
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q3 2019 Filed on Nov 12, 2019
270
$39.44 - $41.95 $10.6K - $11.3K
IYJ
Ishares Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
35
$75.18 - $80.81 $2.63K - $2.83K
SLV
I Shares Silver Trust

ETFs
Q3 2019 Filed on Nov 12, 2019
566
$14.05 - $18.34 $7.95K - $10.4K
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
Dowdupont Inc
Q2 2019 Filed on Jul 30, 2019
47,382
N/A
EA
Electronic Arts Inc.

Communication Services
Q1 2019 Filed on May 01, 2019
20,866
$78.71 - $106.84 $1.64M - $2.23M
GEO
Geo Group Inc

Real Estate
Q1 2019 Filed on May 01, 2019
53,285
$18.34 - $23.65 $977K - $1.26M
Apartment Investment
Q1 2019 Filed on May 01, 2019
30,621
N/A
ROK
Rockwell Automation, Inc

Industrials
Q4 2018 Filed on Feb 01, 2019
19,835
$141.77 - $189.89 $2.81M - $3.77M
Invesco Qqq
Q4 2018 Filed on Feb 01, 2019
14,091
N/A
RJF
Raymond James Financial Inc

Financial Services
Q4 2018 Filed on Feb 01, 2019
32,348
$46.47 - $63.21 $1.5M - $2.04M
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