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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2019
Q1 2019
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1KClosed |
$121K - $152K
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
741+ 42.13% |
$90K - $112K
|
2.5K
$573K
|
|
|
Apr 29, 2019
Q1 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60Closed |
$7.29K - $9.1K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-211Closed |
$25.6K - $32K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-40Closed |
$4.75K - $6.04K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.92KClosed |
$584K - $744K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-15.3KClosed |
$1.81M - $2.31M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-382Closed |
$45.3K - $57.7K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Thorn Tree Capital Partners LP
Boston, MA |
SELL
|
- |
-165KClosed |
$19.5M - $24.9M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-162Closed |
$19.2K - $24.5K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-112KClosed |
$13.2M - $16.8M
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-17Closed |
$2.02K - $2.57K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
C Partners Holding Gmb H
Zurich, V8 |
SELL
|
- |
-787Closed |
$93.4K - $119K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-29.4KClosed |
$3.49M - $4.44M
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Destination Wealth Management
|
SELL
|
- |
-8Closed |
$949 - $1.21K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Avestar Capital, LLC
|
SELL
|
- |
-3Closed |
$356 - $453
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-12Closed |
$1.42K - $1.81K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-170Closed |
$20.2K - $25.7K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Edge Wealth Management LLC
|
SELL
|
- |
-195Closed |
$23.1K - $29.5K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Barclays PLC
London, X0 |
BUY
|
PUT |
200New |
$27.1K - $31.4K
|
200
$45.9K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
2.86KNew |
$387K - $448K
|
2.86K
$656K
|
|
|
Nov 14, 2018
Q3 2018
|
Hanseatic Management Services Inc
|
SELL
|
- |
-6.99KClosed |
$947K - $1.1M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-4.8KClosed |
$650K - $752K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
PUT |
-4.3KClosed |
$582K - $674K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-150- 8.57% |
$20.3K - $23.5K
|
1.6K
$367K
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-2.33KClosed |
$315K - $365K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-600Closed |
$81.3K - $94.1K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Segment Wealth Management, LLC
|
SELL
|
- |
-410- 11.29% |
$55.5K - $64.3K
|
3.22K
$739K
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2Closed |
$271 - $314
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-7Closed |
$948 - $1.1K
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-17Closed |
$2.3K - $2.67K
|
0
$0
|
|
|
Oct 15, 2018
Q3 2018
|
City Holding CO
|
SELL
|
- |
-38- 35.19% |
$5.15K - $5.96K
|
70
$16.1K
|
|
| Q2 2018 | |||||||
|
Aug 22, 2018
Q2 2018
|
Mc Adam, LLC
|
SELL
|
- |
-6Closed |
$795 - $874
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.9KNew |
$1.45M - $1.59M
|
10.9K
$2.51M
|
|
|
Aug 13, 2018
Q2 2018
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
180New |
$23.9K - $26.2K
|
180
$41.3K
|
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-527Closed |
$69.9K - $76.7K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-234Closed |
$31K - $34.1K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-28Closed |
$3.71K - $4.08K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-58.8KClosed |
$7.8M - $8.57M
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-476Closed |
$63.1K - $69.3K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-145Closed |
$19.2K - $21.1K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-2.11KClosed |
$280K - $308K
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
88New |
$11.7K - $12.8K
|
88
$20.2K
|
|
|
Jul 10, 2018
Q2 2018
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.67KClosed |
$221K - $242K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
34.1K+ 8205.3% |
$4.46M - $5.12M
|
34.5K
$7.91M
|
|
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-53Closed |
$6.94K - $7.97K
|
0
$0
|
|
|
May 03, 2018
Q1 2018
|
Stephens Inc
|
SELL
|
- |
-1.62KClosed |
$212K - $244K
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-34Closed |
$4.45K - $5.11K
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-4.6KClosed |
$602K - $691K
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Telemus Capital, LLC
|
SELL
|
- |
-176Closed |
$23K - $26.5K
|
0
$0
|
|