Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $728 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
Q2 2022 Filed on Aug 16, 2022
4,347
$40.42 - $49.12 $176K - $214K
UE
Urban Edge Properties

Real Estate
Q2 2022 Filed on Aug 16, 2022
11,133
$14.53 - $19.6 $162K - $218K
XSW
Spdr S&P Software & Services E

ETFs
Q2 2022 Filed on Aug 16, 2022
1,630
$105.5 - $151.72 $172K - $247K
DRE
Duke Realty Corp

Real Estate
Q2 2022 Filed on Aug 16, 2022
3,642
$47.71 - $61.53 $174K - $224K
UNP
Union Pacific Corp

Industrials
Q2 2022 Filed on Aug 16, 2022
7,175
$206.45 - $259.96 $1.48M - $1.87M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
Q2 2022 Filed on Aug 16, 2022
10,169
$9.99 - $11.83 $102K - $120K
PCH
Potlatchdeltic Corp

Real Estate
Q2 2022 Filed on Aug 16, 2022
51,598
$44.14 - $57.97 $2.28M - $2.99M
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q2 2022 Filed on Aug 16, 2022
52,867
$63.06 - $78.0 $3.33M - $4.12M
Nuveen Enhanced
Q2 2022 Filed on Aug 16, 2022
19,367
N/A
MPW
Medical Properties Trust Inc

Real Estate
Q2 2022 Filed on Aug 16, 2022
198,515
$14.34 - $21.54 $2.85M - $4.28M
CMC
Commercial Metals CO

Basic Materials
Q2 2022 Filed on Aug 16, 2022
5,723
$33.1 - $46.14 $189K - $264K
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q2 2022 Filed on Aug 16, 2022
2,571
$229.64 - $292.39 $590K - $752K
PAYX
Paychex Inc

Industrials
Q2 2022 Filed on Aug 16, 2022
1,612
$113.0 - $141.23 $182K - $228K
BBY
Best Buy CO Inc

Consumer Cyclical
Q2 2022 Filed on Aug 16, 2022
6,295
$65.19 - $97.79 $410K - $616K
CG
Carlyle Group Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
4,105
$40.59 - $55.57 $167K - $228K
ZBRA
Zebra Technologies Corp

Technology
Q1 2022 Filed on May 16, 2022
6,424
$380.09 - $587.6 $2.44M - $3.77M
ABT
Abbott Laboratories

Healthcare
Q1 2022 Filed on May 16, 2022
8,260
$114.02 - $139.04 $942K - $1.15M
VCR
Vanguard Consumer Discretionar

ETFs
Q1 2022 Filed on May 16, 2022
6,500
$271.48 - $348.23 $1.76M - $2.26M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
Q1 2022 Filed on May 16, 2022
10,445
$13.08 - $15.29 $137K - $160K
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q1 2022 Filed on May 16, 2022
33,436
$86.42 - $109.81 $2.89M - $3.67M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
Q1 2022 Filed on May 16, 2022
11,230
$19.51 - $21.82 $219K - $245K
MGC
Vanguard Mega Cap ETF

ETFs
Q1 2022 Filed on May 16, 2022
2,582
$146.0 - $169.35 $377K - $437K
Cit Group
Q1 2022 Filed on May 16, 2022
8,069
N/A
ZION
Zions Bancorporation, National Association

Financial Services
Q1 2022 Filed on May 16, 2022
3,395
$61.75 - $74.31 $210K - $252K
CDNS
Cadence Design Systems Inc

Technology
Q1 2022 Filed on May 16, 2022
1,705
$134.95 - $183.16 $230K - $312K
HEES
H&E Equipment Services, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
5,409
$36.18 - $46.54 $196K - $252K
AME
Ametek Inc

Industrials
Q1 2022 Filed on May 16, 2022
1,503
$124.77 - $146.09 $188K - $220K
Royal Dutch
Q1 2022 Filed on May 16, 2022
118,535
N/A
CRL
Charles River Laboratories International, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
1,022
$255.51 - $362.11 $261K - $370K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
Q1 2022 Filed on May 16, 2022
47,188
$75.5 - $90.52 $3.56M - $4.27M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q1 2022 Filed on May 16, 2022
145,986
$25.49 - $27.2 $3.72M - $3.97M
UMC
United Microelectronics Corp

Technology
Q1 2022 Filed on May 16, 2022
13,108
$8.76 - $11.69 $115K - $153K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q1 2022 Filed on May 16, 2022
39,786
$68.33 - $84.32 $2.72M - $3.35M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2022 Filed on May 16, 2022
27,662
$119.16 - $140.17 $3.3M - $3.88M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q1 2022 Filed on May 16, 2022
12,495
$102.52 - $112.86 $1.28M - $1.41M
IYR
Ishares Tr

ETFs
Q1 2022 Filed on May 16, 2022
1,820
$99.21 - $115.26 $181K - $210K
IGM
Ishares Expanded Tech Sector E

ETFs
Q1 2022 Filed on May 16, 2022
1,371
$57.01 - $73.7 $78.2K - $101K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
Q4 2021 Filed on Feb 22, 2022
168
$26.4 - $26.86 $4.44K - $4.51K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
Q4 2021 Filed on Feb 22, 2022
167
$25.89 - $26.28 $4.32K - $4.39K
Ishares Ibonds
Q4 2021 Filed on Feb 22, 2022
166
N/A
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q4 2021 Filed on Feb 22, 2022
9,204
$52.28 - $57.46 $481K - $529K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
Q4 2021 Filed on Feb 22, 2022
2,038
$64.84 - $74.13 $132K - $151K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
Q4 2021 Filed on Feb 22, 2022
160
$28.15 - $28.74 $4.5K - $4.6K
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2021 Filed on Feb 22, 2022
3,906
$49.38 - $52.95 $193K - $207K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
Q4 2021 Filed on Feb 22, 2022
169
$26.38 - $27.03 $4.46K - $4.57K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q4 2021 Filed on Feb 22, 2022
7,436
$50.47 - $50.71 $375K - $377K
ARKW
Ark Next Generation Internet E

ETFs
Q4 2021 Filed on Feb 22, 2022
4,632
$117.89 - $161.28 $546K - $747K
DFS
Discover Financial Services

Financial Services
Q4 2021 Filed on Feb 22, 2022
1,752
$106.13 - $132.99 $186K - $233K
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q4 2021 Filed on Feb 22, 2022
165
N/A
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