A detailed history of Creative Planning transactions in Idex Corp stock. As of the latest transaction made, Creative Planning holds 5,024 shares of IEX stock, worth $1.06 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,024
Previous 5,347 6.04%
Holding current value
$1.06 Million
Previous $1.08 Million 0.19%
% of portfolio
0.0%
Previous 0.0%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$190.56 - $214.98 $61,550 - $69,438
-323 Reduced 6.04%
5,024 $1.08 Million
Q2 2024

Aug 15, 2024

BUY
$198.23 - $241.58 $80,679 - $98,323
407 Added 8.24%
5,347 $1.08 Million
Q1 2024

May 10, 2024

BUY
$205.04 - $245.87 $95,958 - $115,067
468 Added 10.47%
4,940 $1.21 Million
Q4 2023

Feb 14, 2024

BUY
$187.0 - $217.11 $35,156 - $40,816
188 Added 4.39%
4,472 $970,000
Q3 2023

Nov 16, 2023

BUY
$203.81 - $228.73 $23,641 - $26,532
116 Added 2.78%
4,284 $891,000
Q2 2023

Jul 21, 2023

SELL
$199.16 - $229.23 $30,670 - $35,301
-154 Reduced 3.56%
4,168 $897,000
Q1 2023

May 15, 2023

BUY
$215.74 - $239.68 $80,039 - $88,921
371 Added 9.39%
4,322 $998,000
Q4 2022

Feb 10, 2023

BUY
$197.11 - $242.01 $99,540 - $122,215
505 Added 14.65%
3,951 $901,000
Q3 2022

Nov 03, 2022

BUY
$181.36 - $217.63 $106,095 - $127,313
585 Added 20.45%
3,446 $689,000
Q2 2022

Aug 15, 2022

SELL
$173.06 - $198.72 $30,631 - $35,173
-177 Reduced 5.83%
2,861 $520,000
Q1 2022

May 16, 2022

BUY
$183.29 - $235.52 $10,630 - $13,660
58 Added 1.95%
3,038 $583,000
Q4 2021

Feb 11, 2022

BUY
$205.78 - $239.5 $6,584 - $7,664
32 Added 1.09%
2,980 $704,000
Q3 2021

Nov 10, 2021

BUY
$206.95 - $228.77 $14,279 - $15,785
69 Added 2.4%
2,948 $610,000
Q2 2021

Aug 04, 2021

SELL
$211.78 - $228.15 $104,195 - $112,249
-492 Reduced 14.6%
2,879 $634,000
Q1 2021

Apr 30, 2021

SELL
$186.19 - $210.46 $13,405 - $15,153
-72 Reduced 2.09%
3,371 $706,000
Q4 2020

Jan 29, 2021

SELL
$168.73 - $199.2 $175,816 - $207,566
-1,042 Reduced 23.23%
3,443 $686,000
Q3 2020

Nov 05, 2020

BUY
$155.84 - $186.52 $92,880 - $111,165
596 Added 15.33%
4,485 $818,000
Q2 2020

Jul 23, 2020

SELL
$133.2 - $167.29 $141,991 - $178,331
-1,066 Reduced 21.51%
3,889 $615,000
Q1 2020

May 05, 2020

SELL
$114.0 - $176.81 $33,744 - $52,335
-296 Reduced 5.64%
4,955 $684,000
Q4 2019

Jan 30, 2020

SELL
$152.31 - $173.36 $31,985 - $36,405
-210 Reduced 3.85%
5,251 $903,000
Q3 2019

Nov 01, 2019

BUY
$155.93 - $173.37 $37,267 - $41,435
239 Added 4.58%
5,461 $895,000
Q2 2019

Jul 26, 2019

SELL
$150.57 - $172.14 $43,364 - $49,576
-288 Reduced 5.23%
5,222 $899,000
Q1 2019

Apr 24, 2019

BUY
$121.42 - $151.74 $13,963 - $17,450
115 Added 2.13%
5,510 $836,000
Q4 2018

Feb 01, 2019

BUY
$118.64 - $151.11 $106,538 - $135,696
898 Added 19.97%
5,395 $681,000
Q3 2018

Oct 25, 2018

BUY
$135.44 - $156.77 $114,175 - $132,157
843 Added 23.07%
4,497 $678,000
Q2 2018

Jul 20, 2018

BUY
$132.58 - $145.63 $22,671 - $24,902
171 Added 4.91%
3,654 $499,000
Q1 2018

Apr 18, 2018

SELL
$130.9 - $150.37 $1,701 - $1,954
-13 Reduced 0.37%
3,483 $496,000
Q4 2017

Jan 17, 2018

BUY
$122.81 - $135.57 $62,019 - $68,462
505 Added 16.88%
3,496 $461,000
Q3 2017

Oct 17, 2017

BUY
$112.96 - $123.58 $337,863 - $369,627
2,991
2,991 $363,000

Others Institutions Holding IEX

About IDEX CORP


  • Ticker IEX
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 75,421,104
  • Market Cap $15.9B
  • Description
  • IDEX Corporation, together with its subsidiaries, provides applied solutions worldwide. The company operates through three segments: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP). The FMT segment designs, produces, and distributes positive displacement pumps, s...
More about IEX
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