IBEX WEALTH ADVISORS's ownership history for IYW

IBEX WEALTH ADVISORS currently holds 11.4K shares with a market value of $2.3M. It started holding IYW on 2024-12-31. At its peak, it held 13.2K shares on 2024-12-31. Its highest holding value was $2.3M on 2025-12-31. At its lowest, it held 6.7K shares on 2025-06-30, with a value of $1.2M on 2025-06-30. In the recent 180 days, IBEX WEALTH ADVISORS has increased its shares by 4.7K. In the recent year, IBEX WEALTH ADVISORS has decreased its shares by 1.8K.