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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Ensemble Capital
Ensemble Capital Management, LLC | San Francisco, Ca
|
SELL
|
- |
-39.7K- 15.57% |
$7.56M - $8.53M
|
215K
$39.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-26- 0.95% |
$4.95K - $5.59K
|
2.71K
$500K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.82K- 77.53% |
$346K - $391K
|
527
$97.2K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
3.57K+ 153.55% |
$681K - $768K
|
5.9K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-25- 1.92% |
$4.76K - $5.37K
|
1.28K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
982New |
$187K - $211K
|
982
$181K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
91New |
$17.3K - $19.6K
|
91
$16.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-35- 13.83% |
$6.67K - $7.52K
|
218
$40.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-300- 23.62% |
$57.2K - $64.5K
|
970
$179K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-462- 6.29% |
$88K - $99.3K
|
6.88K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
10.3KNew |
$1.97M - $2.22M
|
10.3K
$1.91M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.96% |
$38.1K - $43K
|
20.6K
$3.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
94New |
$17.9K - $20.2K
|
94
$17.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
21New |
$4K - $4.51K
|
21
$3.87K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
19New |
$3.62K - $4.08K
|
19
$3.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
938New |
$179K - $202K
|
938
$173K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$572 - $645
|
3
$553
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
37+ 11.86% |
$7.05K - $7.95K
|
349
$64.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-18- 3.81% |
$3.43K - $3.87K
|
455
$83.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
974New |
$186K - $209K
|
974
$180K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
1New |
$191 - $215
|
1
$184
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6New |
$1.14K - $1.29K
|
6
$1.11K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
28+ 0.43% |
$5.34K - $6.02K
|
6.5K
$1.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-66- 5.81% |
$12.6K - $14.2K
|
1.07K
$197K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
455New |
$86.7K - $97.8K
|
455
$83.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
15New |
$2.86K - $3.22K
|
15
$2.77K
|
|
|
Oct 21, 2024
Q3 2024
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
10KNew |
$1.91M - $2.15M
|
10K
$1.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6- 60.0% |
$1.14K - $1.29K
|
4
$738
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.41K- 3.1% |
$649K - $733K
|
107K
$19.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 37.5% |
$572 - $645
|
11
$2.03K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
412+ 7.84% |
$78.5K - $88.6K
|
5.67K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.48KNew |
$282K - $319K
|
1.48K
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.1K+ 17.28% |
$781K - $881K
|
27.8K
$5.13M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-21- 6.34% |
$4K - $4.51K
|
310
$57.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
121New |
$23.1K - $26K
|
121
$22.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
100+ 100.0% |
$19.1K - $21.5K
|
200
$36.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-40- 42.55% |
$7.62K - $8.6K
|
54
$9.96K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
150New |
$28.6K - $32.2K
|
150
$27.7K
|
|
| Q2 2024 | |||||||
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
2New |
$396 - $483
|
2
$369
|
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
6.56KNew |
$1.3M - $1.58M
|
6.56K
$1.21M
|
|
|
Feb 21, 2025
Q2 2024
|
Sg Capital Management LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$491K - $598K
|
2.48K
$456K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
16.1K+ 398.39% |
$3.19M - $3.89M
|
20.1K
$3.71M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-5- 10.0% |
$991 - $1.21K
|
45
$8.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Terry Smith
Fundsmith LLP | London, X0
|
SELL
|
- |
-11.4K- 3.05% |
$2.26M - $2.75M
|
363K
$66.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Southernsun Asset Management, LLC
Memphis, TN |
SELL
|
- |
-205- 1.09% |
$40.6K - $49.5K
|
18.7K
$3.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Distillate Capital Partners LLC
|
BUY
|
- |
67.8KNew |
$13.4M - $16.4M
|
67.8K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
132New |
$26.2K - $31.9K
|
132
$24.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.48KNew |
$294K - $358K
|
1.48K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
4.06KNew |
$805K - $982K
|
4.06K
$749K
|
|