Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $995 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q2 2022 Filed on Aug 16, 2022
2,571
$229.64 - $292.39 $590K - $752K
UNP
Union Pacific Corp

Industrials
Q2 2022 Filed on Aug 16, 2022
7,175
$206.45 - $259.96 $1.48M - $1.87M
CMC
Commercial Metals CO

Basic Materials
Q2 2022 Filed on Aug 16, 2022
5,723
$33.1 - $46.14 $189K - $264K
PAYX
Paychex Inc

Industrials
Q2 2022 Filed on Aug 16, 2022
1,612
$113.0 - $141.23 $182K - $228K
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
PCH
Potlatchdeltic Corp

Real Estate
Q2 2022 Filed on Aug 16, 2022
51,598
$44.14 - $57.97 $2.28M - $2.99M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
Q2 2022 Filed on Aug 16, 2022
10,169
$9.99 - $11.83 $102K - $120K
UE
Urban Edge Properties

Real Estate
Q2 2022 Filed on Aug 16, 2022
11,133
$14.53 - $19.6 $162K - $218K
RDVY
First Trust Rising Dividend Ac

ETFs
Q2 2022 Filed on Aug 16, 2022
4,347
$40.42 - $49.12 $176K - $214K
MPW
Medical Properties Trust Inc

Real Estate
Q2 2022 Filed on Aug 16, 2022
198,515
$14.34 - $21.54 $2.85M - $4.28M
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
BBY
Best Buy CO Inc

Consumer Cyclical
Q2 2022 Filed on Aug 16, 2022
6,295
$65.19 - $97.79 $410K - $616K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q1 2022 Filed on May 16, 2022
145,986
$25.49 - $27.2 $3.72M - $3.97M
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
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
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
Q1 2022 Filed on May 16, 2022
11,230
$19.51 - $21.82 $219K - $245K
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q1 2022 Filed on May 16, 2022
33,436
$86.42 - $109.81 $2.89M - $3.67M
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
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
UMC
United Microelectronics Corp

Technology
Q1 2022 Filed on May 16, 2022
13,108
$8.76 - $11.69 $115K - $153K
HEES
H&E Equipment Services, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
5,409
$36.18 - $46.54 $196K - $252K
CDNS
Cadence Design Systems Inc

Technology
Q1 2022 Filed on May 16, 2022
1,705
$134.95 - $183.16 $230K - $312K
AME
Ametek Inc

Industrials
Q1 2022 Filed on May 16, 2022
1,503
$124.77 - $146.09 $188K - $220K
ABT
Abbott Laboratories

Healthcare
Q1 2022 Filed on May 16, 2022
8,260
$114.02 - $139.04 $942K - $1.15M
IGM
Ishares Expanded Tech Sector E

ETFs
Q1 2022 Filed on May 16, 2022
1,371
$57.01 - $73.7 $78.2K - $101K
VCR
Vanguard Consumer Discretionar

ETFs
Q1 2022 Filed on May 16, 2022
6,500
$271.48 - $348.23 $1.76M - $2.26M
DOV
Dover Corp

Industrials
Q1 2022 Filed on May 16, 2022
1,202
$146.19 - $182.92 $176K - $220K
Cit Group
Q1 2022 Filed on May 16, 2022
8,069
N/A
MGC
Vanguard Mega Cap ETF

ETFs
Q1 2022 Filed on May 16, 2022
2,582
$146.0 - $169.35 $377K - $437K
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
IYR
Ishares Tr

ETFs
Q1 2022 Filed on May 16, 2022
1,820
$99.21 - $115.26 $181K - $210K
ZION
Zions Bancorporation, National Association

Financial Services
Q1 2022 Filed on May 16, 2022
3,395
$61.75 - $74.31 $210K - $252K
Royal Dutch
Q1 2022 Filed on May 16, 2022
118,535
N/A
ZBRA
Zebra Technologies Corp

Technology
Q1 2022 Filed on May 16, 2022
6,424
$380.09 - $587.6 $2.44M - $3.77M
INMD
In Mode Ltd.

Healthcare
Q4 2021 Filed on Feb 22, 2022
90
$63.78 - $97.86 $5.74K - $8.81K
IDU
Ishares Tr U S Utils ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
205
$79.02 - $88.43 $16.2K - $18.1K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
Q4 2021 Filed on Feb 22, 2022
2,038
$64.84 - $74.13 $132K - $151K
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
Q4 2021 Filed on Feb 22, 2022
750
$15.42 - $23.24 $11.6K - $17.4K
MD
Mednax, Inc.

Healthcare
Q4 2021 Filed on Feb 22, 2022
481
$24.43 - $28.72 $11.8K - $13.8K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
2,861
$42.23 - $47.97 $121K - $137K
FRC
First Republic Bank

Financial Services
Q4 2021 Filed on Feb 22, 2022
679
$196.19 - $221.91 $133K - $151K
SUB
Ishares Short Term National Mu

ETFs
Q4 2021 Filed on Feb 22, 2022
790
$107.24 - $107.56 $84.7K - $85K
HUBB
Hubbell Inc

Industrials
Q4 2021 Filed on Feb 22, 2022
696
$178.98 - $210.14 $125K - $146K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Feb 22, 2022
1,633
$58.39 - $78.64 $95.4K - $128K
TD
Toronto Dominion Bank

Financial Services
Q4 2021 Filed on Feb 22, 2022
203
$67.6 - $76.68 $13.7K - $15.6K
OXY
Occidental Petroleum Corp

Energy
Q4 2021 Filed on Feb 22, 2022
400
$26.98 - $35.36 $10.8K - $14.1K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
Q4 2021 Filed on Feb 22, 2022
169
$26.38 - $27.03 $4.46K - $4.57K
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