Latest Institutional Sells of Idex Corp (IEX)
This list provides information on the latest institutional transactions involving Idex Corp (IEX) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 20.0% |
$1.12K - $1.3K
|
24
$5.38K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2- 3.33% |
$374 - $434
|
58
$13K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-147K- 33.07% |
$30M - $33.7M
|
298K
$66.7M
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-2.89K- 50.44% |
$589K - $661K
|
2.84K
$636K
|
|
Nov 14, 2023
Q3 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-2.14K- 45.57% |
$437K - $490K
|
2.56K
$573K
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-781Closed |
$159K - $179K
|
0
$0
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-638- 3.23% |
$130K - $146K
|
19.1K
$4.28M
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-357- 1.06% |
$72.8K - $81.7K
|
33.4K
$7.48M
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-236- 9.88% |
$48.1K - $54K
|
2.15K
$482K
|
|
Oct 19, 2023
Q3 2023
|
Peregrine Capital Management LLC
|
SELL
|
- |
-190- 3.96% |
$38.7K - $43.5K
|
4.6K
$1.03M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-169- 13.64% |
$34.4K - $38.7K
|
1.07K
$240K
|
|
Nov 03, 2023
Q3 2023
|
Alta Advisers LTD
|
SELL
|
- |
-100- 16.67% |
$20.4K - $22.9K
|
500
$112K
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-99- 3.96% |
$20.2K - $22.6K
|
2.4K
$538K
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-85- 7.13% |
$17.3K - $19.4K
|
1.11K
$248K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78- 4.55% |
$15.9K - $17.8K
|
1.64K
$367K
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-70- 1.72% |
$14.3K - $16K
|
4.01K
$898K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-57- 0.58% |
$11.6K - $13K
|
9.78K
$2.19M
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-47- 1.32% |
$9.58K - $10.8K
|
3.51K
$787K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-35- 1.48% |
$7.13K - $8.01K
|
2.33K
$522K
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-26- 1.92% |
$5.3K - $5.95K
|
1.33K
$297K
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-22- 2.18% |
$4.48K - $5.03K
|
988
$221K
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-14- 51.85% |
$2.85K - $3.2K
|
13
$2.91K
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-10- 0.27% |
$2.04K - $2.29K
|
3.68K
$825K
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4- 0.18% |
$815 - $915
|
2.26K
$507K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 2.61% |
$611 - $686
|
112
$25.1K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2- 5.41% |
$408 - $457
|
35
$7.84K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-23K- 92.27% |
$4.58M - $5.27M
|
1.93K
$432K
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-22.5K- 82.14% |
$4.48M - $5.15M
|
4.89K
$1.1M
|
|
Aug 11, 2023
Q2 2023
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-14.5K- 30.04% |
$2.89M - $3.32M
|
33.8K
$7.57M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-13K- 99.27% |
$2.58M - $2.97M
|
95
$21.3K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.12K- 42.91% |
$223K - $257K
|
1.49K
$334K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.07K- 43.04% |
$213K - $245K
|
1.42K
$317K
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-748- 17.68% |
$149K - $171K
|
3.48K
$780K
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-417- 12.67% |
$83K - $95.6K
|
2.87K
$644K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-250- 4.42% |
$49.8K - $57.3K
|
5.4K
$1.21M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-120- 48.98% |
$23.9K - $27.5K
|
125
$28K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-74- 6.75% |
$14.7K - $17K
|
1.02K
$229K
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-73- 6.24% |
$14.5K - $16.7K
|
1.1K
$246K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-57- 96.61% |
$11.4K - $13.1K
|
2
$448
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-49- 33.11% |
$9.76K - $11.2K
|
99
$22.2K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-42- 3.96% |
$8.36K - $9.63K
|
1.02K
$228K
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-23- 51.11% |
$4.58K - $5.27K
|
22
$4.93K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-19- 45.24% |
$3.78K - $4.36K
|
23
$5.15K
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 50.0% |
$2.99K - $3.44K
|
15
$3.36K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$199 - $229
|
8
$1.79K
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-13.5K- 72.63% |
$2.92M - $3.25M
|
5.1K
$1.14M
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.64K- 70.66% |
$569K - $632K
|
1.1K
$245K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2.06K- 96.9% |
$445K - $494K
|
66
$14.8K
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-1.15K- 28.2% |
$247K - $275K
|
2.92K
$654K
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-781- 39.11% |
$168K - $187K
|
1.22K
$272K
|