IBEX WEALTH ADVISORS's ownership history for SPY

IBEX WEALTH ADVISORS currently holds 11.5K shares with a market value of $7.8M. It started holding SPY on 2024-12-31. At its peak, it held 14.8K shares on 2024-12-31. Its highest holding value was $8.6M on 2024-12-31. At its lowest, it held 8.8K shares on 2025-03-31, with a value of $4.9M on 2025-03-31. In the recent 180 days, IBEX WEALTH ADVISORS has increased its shares by 123. In the recent year, IBEX WEALTH ADVISORS has decreased its shares by 3.3K.