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 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
661+ 17.74% |
$135K - $151K
|
4.39K
$809K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5+ 0.07% |
$1.02K - $1.14K
|
7.16K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
2.91KNew |
$592K - $665K
|
2.91K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
1.27KNew |
$259K - $291K
|
1.27K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
80+ 30.89% |
$16.3K - $18.3K
|
339
$62.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
11New |
$2.24K - $2.52K
|
11
$2.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-147K- 33.07% |
$30M - $33.7M
|
298K
$54.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1K+ 3.0% |
$204K - $229K
|
34.4K
$6.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
9+ 0.58% |
$1.83K - $2.06K
|
1.57K
$290K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
9+ 16.07% |
$1.83K - $2.06K
|
65
$12K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
31+ 0.92% |
$6.32K - $7.09K
|
3.42K
$630K
|
|
|
Nov 08, 2023
Q3 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
8.25KNew |
$1.68M - $1.89M
|
8.25K
$1.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
12New |
$2.45K - $2.74K
|
12
$2.21K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78- 4.55% |
$15.9K - $17.8K
|
1.64K
$302K
|
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-47- 1.32% |
$9.58K - $10.8K
|
3.51K
$648K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-57- 0.58% |
$11.6K - $13K
|
9.78K
$1.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-236- 9.88% |
$48.1K - $54K
|
2.15K
$397K
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
1.19KNew |
$243K - $273K
|
1.19K
$220K
|
|
|
Nov 03, 2023
Q3 2023
|
Alta Advisers LTD
|
SELL
|
- |
-100- 16.67% |
$20.4K - $22.9K
|
500
$92.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-35- 1.48% |
$7.13K - $8.01K
|
2.33K
$429K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2+ 0.13% |
$408 - $457
|
1.57K
$290K
|
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
BUY
|
- |
616+ 22.99% |
$126K - $141K
|
3.3K
$608K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-26- 1.92% |
$5.3K - $5.95K
|
1.33K
$245K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-357- 1.06% |
$72.8K - $81.7K
|
33.4K
$6.16M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4- 0.18% |
$815 - $915
|
2.26K
$417K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-14- 51.85% |
$2.85K - $3.2K
|
13
$2.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-169- 13.64% |
$34.4K - $38.7K
|
1.07K
$197K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
97+ 2.76% |
$19.8K - $22.2K
|
3.61K
$666K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
46New |
$9.38K - $10.5K
|
46
$8.48K
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
981New |
$200K - $224K
|
981
$181K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
3.8KNew |
$774K - $869K
|
3.8K
$701K
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-85- 7.13% |
$17.3K - $19.4K
|
1.11K
$204K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
62New |
$12.6K - $14.2K
|
62
$11.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Peregrine Capital Management LLC
|
SELL
|
- |
-190- 3.96% |
$38.7K - $43.5K
|
4.6K
$849K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.54KNew |
$314K - $353K
|
1.54K
$284K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
86+ 5.37% |
$17.5K - $19.7K
|
1.69K
$311K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-10- 0.27% |
$2.04K - $2.29K
|
3.68K
$679K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-99- 3.96% |
$20.2K - $22.6K
|
2.4K
$443K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
136+ 13.48% |
$27.7K - $31.1K
|
1.15K
$211K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-22- 2.18% |
$4.48K - $5.03K
|
988
$182K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.07K- 43.04% |
$213K - $245K
|
1.42K
$261K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-748- 17.68% |
$149K - $171K
|
3.48K
$642K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5New |
$996 - $1.15K
|
5
$922
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2+ 33.33% |
$398 - $458
|
8
$1.48K
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.36KNew |
$470K - $541K
|
2.36K
$435K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
4.21KNew |
$839K - $965K
|
4.21K
$776K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
936New |
$186K - $215K
|
936
$173K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
58.6KNew |
$11.7M - $13.4M
|
58.6K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
197New |
$39.2K - $45.2K
|
197
$36.3K
|
|