A detailed history of Ever Source Wealth Advisors, LLC transactions in Idex Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 394 shares of IEX stock, worth $87,140. This represents 0.01% of its overall portfolio holdings.

Number of Shares
394
Previous 344 14.53%
Holding current value
$87,140
Previous $69,000 21.74%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 08, 2024

BUY
$190.56 - $214.98 $9,528 - $10,749
50 Added 14.53%
394 $84,000
Q2 2024

Aug 13, 2024

BUY
$198.23 - $241.58 $11,299 - $13,770
57 Added 19.86%
344 $69,000
Q1 2024

Jun 11, 2024

BUY
$205.04 - $245.87 $16,403 - $19,669
80 Added 38.65%
287 $70,000
Q3 2023

Nov 03, 2023

BUY
$203.81 - $228.73 $8,763 - $9,835
43 Added 26.22%
207 $43,000
Q2 2023

Aug 04, 2023

BUY
$199.16 - $229.23 $9,958 - $11,461
50 Added 43.86%
164 $35,000
Q1 2023

May 11, 2023

BUY
$215.74 - $239.68 $11,649 - $12,942
54 Added 90.0%
114 $26,000
Q4 2022

Feb 09, 2023

SELL
$197.11 - $242.01 $985 - $1,210
-5 Reduced 7.69%
60 $13,000
Q3 2022

Nov 07, 2022

SELL
$181.36 - $217.63 $1,813 - $2,176
-10 Reduced 13.33%
65 $13,000
Q2 2022

Aug 01, 2022

SELL
$173.06 - $198.72 $2,768 - $3,179
-16 Reduced 17.58%
75 $14,000
Q1 2022

May 25, 2022

SELL
$183.29 - $235.52 $7,698 - $9,891
-42 Reduced 31.58%
91 $18,000
Q4 2021

Feb 07, 2022

BUY
$205.78 - $239.5 $27,368 - $31,853
133 New
133 $31,000

Others Institutions Holding IEX

About IDEX CORP


  • Ticker IEX
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 75,421,104
  • Market Cap $16.7B
  • 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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.