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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-74- 6.75% |
$14.7K - $17K
|
1.02K
$233K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
76+ 6.29% |
$15.1K - $17.4K
|
1.29K
$293K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-22.5K- 82.14% |
$4.48M - $5.15M
|
4.89K
$1.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2New |
$398 - $458
|
2
$456
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13New |
$2.59K - $2.98K
|
13
$2.96K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
280New |
$55.8K - $64.2K
|
280
$63.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
19+ 32.76% |
$3.78K - $4.36K
|
77
$17.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 22.22% |
$398 - $458
|
11
$2.51K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-120- 48.98% |
$23.9K - $27.5K
|
125
$28.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-19- 45.24% |
$3.78K - $4.36K
|
23
$5.24K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
172+ 7.68% |
$34.3K - $39.4K
|
2.41K
$550K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.51K+ 33.96% |
$500K - $575K
|
9.9K
$2.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-42- 3.96% |
$8.36K - $9.63K
|
1.02K
$232K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-13K- 99.27% |
$2.58M - $2.97M
|
95
$21.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9New |
$1.79K - $2.06K
|
9
$2.05K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.12K- 42.91% |
$223K - $257K
|
1.49K
$339K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-23- 51.11% |
$4.58K - $5.27K
|
22
$5.01K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-250- 4.42% |
$49.8K - $57.3K
|
5.4K
$1.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-417- 12.67% |
$83K - $95.6K
|
2.87K
$655K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-73- 6.24% |
$14.5K - $16.7K
|
1.1K
$250K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
81+ 6.57% |
$16.1K - $18.6K
|
1.31K
$299K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$199 - $229
|
8
$1.82K
|
|
| Q1 2023 | |||||||
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$1.73K - $1.92K
|
8
$1.82K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
42.7KNew |
$9.21M - $10.2M
|
42.7K
$9.73M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
18+ 1.44% |
$3.88K - $4.31K
|
1.27K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
23.8KNew |
$5.13M - $5.69M
|
23.8K
$5.41M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 0.31% |
$647 - $719
|
962
$219K
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
868New |
$187K - $208K
|
868
$198K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-85- 4.62% |
$18.3K - $20.4K
|
1.75K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.15KNew |
$247K - $275K
|
1.15K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
3.95K+ 173.68% |
$851K - $946K
|
6.22K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
1.95KNew |
$420K - $467K
|
1.95K
$444K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-211- 8.01% |
$45.5K - $50.6K
|
2.42K
$552K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12- 1.35% |
$2.59K - $2.88K
|
879
$200K
|
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-781- 39.11% |
$168K - $187K
|
1.22K
$277K
|
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-1.15K- 28.2% |
$247K - $275K
|
2.92K
$665K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-454- 31.14% |
$97.9K - $109K
|
1K
$229K
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.64K- 70.66% |
$569K - $632K
|
1.1K
$249K
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
868New |
$187K - $208K
|
868
$198K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-190- 65.52% |
$41K - $45.5K
|
100
$22.8K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
619KNew |
$133M - $148M
|
619K
$141M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-21- 0.39% |
$4.53K - $5.03K
|
5.4K
$1.23M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-137- 6.52% |
$29.6K - $32.8K
|
1.96K
$447K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
937New |
$202K - $225K
|
937
$213K
|
|
|
May 05, 2023
Q1 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-13.5K- 72.63% |
$2.92M - $3.25M
|
5.1K
$1.16M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.46KNew |
$531K - $589K
|
2.46K
$560K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2.06K- 96.9% |
$445K - $494K
|
66
$15K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.42KNew |
$305K - $339K
|
1.42K
$322K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
915New |
$197K - $219K
|
915
$208K
|
|