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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-39Closed |
$8.03K - $9.34K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
267New |
$54.9K - $63.9K
|
267
$49.2K
|
|
Feb 14, 2022
Q4 2021
|
Quilter PLC
|
SELL
|
- |
-3.53KClosed |
$726K - $845K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.03KClosed |
$211K - $246K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-96Closed |
$19.8K - $23K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-21.7KClosed |
$4.46M - $5.2M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-1.55KClosed |
$320K - $372K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.01KClosed |
$208K - $242K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-177Closed |
$36.4K - $42.4K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-50Closed |
$10.3K - $12K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
209New |
$43K - $50.1K
|
209
$38.5K
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1KClosed |
$206K - $240K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
54New |
$11.1K - $12.9K
|
54
$9.96K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
2New |
$412 - $479
|
2
$369
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-34- 35.42% |
$7K - $8.14K
|
62
$11.4K
|
|
Q3 2021 | |||||||
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.51KNew |
$312K - $345K
|
1.51K
$278K
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
62+ 1550.0% |
$12.8K - $14.2K
|
66
$12.2K
|
|
Nov 15, 2021
Q3 2021
|
Heron Bay Capital Management
|
SELL
|
- |
-4.45KClosed |
$921K - $1.02M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-1.24KClosed |
$256K - $283K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-3.03KClosed |
$626K - $692K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-4.93KClosed |
$1.02M - $1.13M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-50Closed |
$10.3K - $11.4K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-681KClosed |
$141M - $156M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
11New |
$2.28K - $2.52K
|
11
$2.03K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
PUT |
3New |
$621 - $686
|
3
$553
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-1.73KClosed |
$358K - $396K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-19- 5.65% |
$3.93K - $4.35K
|
317
$58.4K
|
|
Nov 05, 2021
Q3 2021
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-5.19KClosed |
$1.07M - $1.19M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.51KNew |
$1.14M - $1.26M
|
5.51K
$1.02M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
271New |
$56.1K - $62K
|
271
$50K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.08KClosed |
$845K - $934K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
10New |
$2.07K - $2.29K
|
10
$1.84K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-8Closed |
$1.66K - $1.83K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.44KClosed |
$299K - $330K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-2.1KClosed |
$434K - $479K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
New England Research & Management, Inc.
|
SELL
|
- |
-3.38KClosed |
$698K - $772K
|
0
$0
|
|
Q2 2021 | |||||||
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-75- 33.33% |
$15.9K - $17.1K
|
150
$27.7K
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-150Closed |
$31.8K - $34.2K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2.07KClosed |
$439K - $473K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-19Closed |
$4.02K - $4.33K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1.06KNew |
$225K - $242K
|
1.06K
$196K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-25Closed |
$5.29K - $5.7K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
7New |
$1.48K - $1.6K
|
7
$1.29K
|
|
Aug 13, 2021
Q2 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-3.65KClosed |
$773K - $833K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Old West Investment Management, LLC
Los Angeles, CA |
SELL
|
PUT |
-34.4KClosed |
$7.29M - $7.85M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.01KClosed |
$638K - $687K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-1.79KClosed |
$379K - $408K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-45Closed |
$9.53K - $10.3K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.34KNew |
$707K - $761K
|
3.34K
$615K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.25KClosed |
$265K - $286K
|
0
$0
|