United Capital Financial Advisers, LLC Idex Corp Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$199.16 - $229.23 $3,584 - $4,126	-18 Reduced 1.42%	1,252 $269,000
Q1 2023 Aug 14, 2023	BUY	$215.74 - $239.68 $3,883 - $4,314	18 Added 1.44%	1,270 $293,000
Q1 2023 May 15, 2023	BUY	$215.74 - $239.68 $273,989 - $304,393	1,270 New	1,270 $293,000
Q1 2022 May 16, 2022	SELL	$183.29 - $235.52 $168,260 - $216,207	-918 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$205.78 - $239.5 $22,841 - $26,584	-111 Reduced 10.79%	918 $217,000
Q3 2021 Nov 15, 2021	SELL	$206.95 - $228.77 $117,340 - $129,712	-567 Reduced 35.53%	1,029 $213,000
Q2 2021 Aug 13, 2021	BUY	$211.78 - $228.15 $53,368 - $57,493	252 Added 18.75%	1,596 $351,000
Q1 2021 May 14, 2021	BUY	$186.19 - $210.46 $5,399 - $6,103	29 Added 2.21%	1,344 $281,000
Q4 2020 Feb 17, 2021	BUY	$168.73 - $199.2 $221,879 - $261,947	1,315 New	1,315 $262,000
Q1 2020 May 15, 2020	SELL	$114.0 - $176.81 $194,142 - $301,107	-1,703 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$152.31 - $173.36 $25,283 - $28,777	-166 Reduced 8.88%	1,703 $293,000
Q3 2019 Feb 14, 2020	BUY	$155.93 - $173.37 $291,433 - $324,028	1,869 New	1,869 $306,000
Q3 2019 Nov 14, 2019	SELL	$155.93 - $173.37 $375,011 - $416,954	-2,405 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$150.57 - $172.14 $17,164 - $19,623	114 Added 4.98%	2,405 $408,000
Q1 2019 May 14, 2019	SELL	$121.42 - $151.74 $121 - $151	-1 Reduced 0.04%	2,291 $347,000
Q4 2018 Feb 14, 2019	SELL	$118.64 - $151.11 $35,829 - $45,635	-302 Reduced 11.64%	2,292 $289,000
Q3 2018 Nov 14, 2018	BUY	$135.44 - $156.77 $40,632 - $47,031	300 Added 13.08%	2,594 $395,000
Q2 2018 Aug 14, 2018	SELL	$132.58 - $145.63 $4,640 - $5,097	-35 Reduced 1.5%	2,294 $313,000
Q1 2018 May 15, 2018	BUY	$130.9 - $150.37 $304,866 - $350,211	2,329 New	2,329 $332,000
Q4 2017 Feb 13, 2018	SELL	$122.81 - $135.57 $19,403 - $21,420	-158 Reduced 8.2%	1,768 $234,000
Q3 2017 Nov 14, 2017	SELL	$112.96 - $123.58 $233,940 - $255,934	-2,071 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	2,071	2,071 $234,000

Others Institutions Holding IEX

# of Institutions

652

Shares Held

75.8M

Call Options Held

30.2K

Put Options Held

33.1K

View Full List

About IDEX CORP

Ticker IEX
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 75,421,104
Market Cap $17.2B
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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