Latest Institutional Transactions on Idex Corp (IEX)
This table provides information on the latest institutional transactions involving Idex Corp (IEX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
77New |
$15.3K - $18.6K
|
77
$17.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 5.66% |
$595 - $725
|
50
$11.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-944- 39.07% |
$187K - $228K
|
1.47K
$335K
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-137- 2.6% |
$27.2K - $33.1K
|
5.14K
$1.17M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23- 1.53% |
$4.56K - $5.56K
|
1.48K
$337K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-19- 1.52% |
$3.77K - $4.59K
|
1.24K
$281K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.16KNew |
$230K - $280K
|
1.16K
$264K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 4.65% |
$396 - $483
|
41
$9.34K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-37- 78.72% |
$7.33K - $8.94K
|
10
$2.28K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
29+ 12.39% |
$5.95K - $7.13K
|
263
$59.9K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50+ 161.29% |
$10.3K - $12.3K
|
81
$18.5K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-65- 8.44% |
$13.3K - $16K
|
705
$161K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1New |
$205 - $246
|
1
$228
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-10- 0.43% |
$2.05K - $2.46K
|
2.29K
$522K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.92KNew |
$394K - $472K
|
1.92K
$438K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-26- 40.0% |
$5.33K - $6.39K
|
39
$8.89K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
121+ 15.45% |
$24.8K - $29.8K
|
904
$206K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
425+ 23.72% |
$87.1K - $104K
|
2.22K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.89KNew |
$797K - $956K
|
3.89K
$886K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-61- 5.72% |
$12.5K - $15K
|
1.01K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
827New |
$170K - $203K
|
827
$188K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
630+ 48.17% |
$129K - $155K
|
1.94K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-520- 32.7% |
$107K - $128K
|
1.07K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-950- 25.03% |
$195K - $234K
|
2.85K
$648K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.79KNew |
$572K - $686K
|
2.79K
$636K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-221- 16.41% |
$45.3K - $54.3K
|
1.13K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.13K- 54.55% |
$231K - $277K
|
938
$214K
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.13KNew |
$231K - $277K
|
1.13K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-4.28K- 62.6% |
$877K - $1.05M
|
2.55K
$582K
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
3.01KNew |
$616K - $739K
|
3.01K
$685K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-118- 1.04% |
$24.2K - $29K
|
11.3K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
2.56KNew |
$526K - $630K
|
2.56K
$584K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-28- 0.91% |
$5.74K - $6.88K
|
3.05K
$695K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
36New |
$7.38K - $8.85K
|
36
$8.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.23K+ 36.9% |
$251K - $301K
|
4.55K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
900+ 45.0% |
$185K - $221K
|
2.9K
$661K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-159K- 86.49% |
$32.6M - $39.1M
|
24.9K
$5.66M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$615 - $738
|
3
$683
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 20.0% |
$41K - $49.2K
|
800
$182K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-230- 14.11% |
$47.2K - $56.6K
|
1.4K
$319K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.36K+ 189.61% |
$483K - $579K
|
3.6K
$820K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-72- 26.67% |
$14.8K - $17.7K
|
198
$45.1K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
43.5K+ 58.13% |
$8.92M - $10.7M
|
118K
$27M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-55- 0.28% |
$11.3K - $13.5K
|
19.8K
$4.52M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-765- 99.87% |
$157K - $188K
|
1
$228
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
18New |
$3.69K - $4.43K
|
18
$4.1K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$307K - $368K
|
1.5K
$341K
|
|
|
May 10, 2024
Q1 2024
|
Harvey Capital Management Inc
|
BUY
|
- |
900New |
$185K - $221K
|
900
$205K
|
|
|
May 10, 2024
Q1 2024
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-559- 5.99% |
$115K - $137K
|
8.77K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-21.7K- 9.31% |
$4.46M - $5.34M
|
212K
$48.2M
|
|