A detailed history of Dougherty Wealth Advisers LLC transactions in Idex Corp stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 455 shares of IEX stock, worth $98,302. This represents 0.08% of its overall portfolio holdings.

Number of Shares
455
Previous 473 3.81%
Holding current value
$98,302
Previous $95,000 2.11%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 30, 2024

SELL
$190.56 - $214.98 $3,430 - $3,869
-18 Reduced 3.81%
455 $97,000
Q3 2019

Nov 12, 2019

SELL
$155.93 - $173.37 $58,473 - $65,013
-375 Reduced 44.22%
473 $78,000
Q2 2019

Aug 07, 2019

BUY
$150.57 - $172.14 $56,463 - $64,552
375 Added 79.28%
848 $146,000
Q4 2018

Feb 11, 2019

BUY
$118.64 - $151.11 $56,116 - $71,475
473 New
473 $65,000

Others Institutions Holding IEX

About IDEX CORP


  • Ticker IEX
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 75,421,104
  • Market Cap $16.3B
  • 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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