Ibex Wealth Advisors Heico Corp Transaction History

Ibex Wealth Advisors

  • $1.17 Billion
  • Q3 2024

A detailed history of Ibex Wealth Advisors transactions in Heico Corp stock. As of the latest transaction made, Ibex Wealth Advisors holds 22,081 shares of HEI stock, worth $5.3 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
22,081
Previous 16,210 36.22%
Holding current value
$5.3 Million
Previous $3.62 Million 59.3%
% of portfolio
0.49%
Previous 0.57%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$220.59 - $267.96 $1.3 Million - $1.57 Million
5,871 Added 36.22%
22,081 $5.77 Million
Q2 2024

Aug 06, 2024
BUY
$187.69 - $228.95 $3.04 Million - $3.71 Million
16,210 New
16,210 $3.62 Million

Others Institutions Holding HEI

# of Institutions
629
Shares Held
38.3M
Call Options Held
211K
Put Options Held
140K
View Full List

About HEICO CORP

HEI Quotes by TradingView
  • Ticker HEI
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 54,511,100
  • Market Cap $13.1B
More about HEI
Track This Portfolio

Track Ibex Wealth Advisors Portfolio

Follow Ibex Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ibex Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Ibex Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email