Schechter Investment Advisors, LLC Idex Corp Transaction History

Schechter Investment Advisors, LLC

$977 Million
Q2 2024

A detailed history of Schechter Investment Advisors, LLC transactions in Idex Corp stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 4,693 shares of IEX stock, worth $990,692. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,693

Previous 4,690 0.06%

Holding current value

$990,692

Previous $1.14 Million 17.48%

% of portfolio

0.1%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$198.23 - $241.58 $594 - $724	3 Added 0.06%	4,693 $944,000
Q1 2024 May 06, 2024	SELL	$205.04 - $245.87 $14,352 - $17,210	-70 Reduced 1.47%	4,690 $1.14 Million
Q4 2023 Jan 17, 2024	SELL	$187.0 - $217.11 $6,358 - $7,381	-34 Reduced 0.71%	4,760 $1.03 Million
Q3 2023 Nov 06, 2023	SELL	$203.81 - $228.73 $6,114 - $6,861	-30 Reduced 0.62%	4,794 $997,000
Q2 2023 Jul 26, 2023	BUY	$199.16 - $229.23 $20,911 - $24,069	105 Added 2.23%	4,824 $1.04 Million
Q1 2023 Apr 28, 2023	BUY	$215.74 - $239.68 $110,243 - $122,476	511 Added 12.14%	4,719 $1.09 Million
Q4 2022 Feb 13, 2023	SELL	$197.11 - $242.01 $374,509 - $459,819	-1,900 Reduced 31.11%	4,208 $960,000
Q3 2022 Nov 04, 2022	SELL	$181.36 - $217.63 $118,972 - $142,765	-656 Reduced 9.7%	6,108 $1.22 Million
Q2 2022 Nov 03, 2022	BUY	$173.06 - $198.72 $1.17 Million - $1.34 Million	6,764 New	6,764 $1.23 Million
Q1 2022 Nov 18, 2022	BUY	$183.29 - $235.52 $71,116 - $91,381	388 Added 6.35%	6,496 $1.25 Million
Q4 2021 Dec 27, 2022	SELL	$205.78 - $239.5 $280,066 - $325,959	-1,361 Reduced 22.28%	4,747 $1.12 Million

Others Institutions Holding IEX

# of Institutions

668

Shares Held

76.4M

Call Options Held

27.5K

Put Options Held

63.9K

View Full List

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...

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Schechter Investment Advisors, LLC Idex Corp Transaction History