Ibex Wealth Advisors Heico Corp Transaction History

Ibex Wealth Advisors

  • $813 Million
  • Q4 2024

A detailed history of Ibex Wealth Advisors transactions in Heico Corp stock. As of the latest transaction made, Ibex Wealth Advisors holds 20,057 shares of HEI stock, worth $4.4 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
20,057
Previous 22,081 9.17%
Holding current value
$4.4 Million
Previous $5.77 Million 17.41%
% of portfolio
0.59%
Previous 0.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$237.06 - $279.02 $479,809 - $564,736
-2,024 Reduced 9.17%
20,057 $4.77 Million
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
656
Shares Held
62.2M
Call Options Held
221K
Put Options Held
200K
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 $12B
More about HEI
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