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IBEX Wealth Advisors’s Illinois Tool Works ITW Stock Holding History

IBEX Wealth Advisors’s Portfolio ITW Stock Details ITW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,248
Closed -$316K – 167
2024
Q4 		$316K Buy
+1,248
New +$331K 0.04% 170
2021
Q4 		– Sell
-698
Closed -$144K – 308
2021
Q3 		$144K Buy
+698
New +$157K 0.03% 203

Other funds holding ITW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BHM
Briar Hall Management Nashville, Tennessee $6.98B AUM 9.39% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

IBEX Wealth Advisors's ITW Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of Illinois Tool Works (ITW) in Q1 2025, closing a stake of 1,248 shares — an estimated $316K sold.

IBEX Wealth Advisors first reported a position in ITW in Q3 2021 and held it in 2 quarters. The position peaked at $316K in Q4 2024. 1,851 funds tracked by Wall St. Rank hold ITW as of Q1 2025.

  • IBEX Wealth Advisors reported no remaining Illinois Tool Works position as of Q1 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,248 Illinois Tool Works shares in Q1 2025, an estimated $316K.
  • IBEX Wealth Advisors first reported a position in Illinois Tool Works in Q3 2021 and held it in 2 quarters.
  • IBEX Wealth Advisors's Illinois Tool Works position peaked at $316K in Q4 2024.
  • 1,851 funds tracked by Wall St. Rank held Illinois Tool Works as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.