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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-74- 6.75% |
$14.7K - $17K
|
1.02K
$178K
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-73- 6.24% |
$14.5K - $16.7K
|
1.1K
$191K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-57- 96.61% |
$11.4K - $13.1K
|
2
$348
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-49- 33.11% |
$9.76K - $11.2K
|
99
$17.2K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-42- 3.96% |
$8.36K - $9.63K
|
1.02K
$177K
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-23- 51.11% |
$4.58K - $5.27K
|
22
$3.83K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-19- 45.24% |
$3.78K - $4.36K
|
23
$4K
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 50.0% |
$2.99K - $3.44K
|
15
$2.61K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$199 - $229
|
8
$1.39K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.64K- 70.66% |
$569K - $632K
|
1.1K
$190K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2.06K- 96.9% |
$445K - $494K
|
66
$11.5K
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-1.15K- 28.2% |
$247K - $275K
|
2.92K
$508K
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-781- 39.11% |
$168K - $187K
|
1.22K
$212K
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-454- 31.14% |
$97.9K - $109K
|
1K
$175K
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-211- 8.01% |
$45.5K - $50.6K
|
2.42K
$422K
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-190- 65.52% |
$41K - $45.5K
|
100
$17.4K
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-137- 6.52% |
$29.6K - $32.8K
|
1.96K
$342K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-85- 4.62% |
$18.3K - $20.4K
|
1.75K
$305K
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-74- 0.69% |
$16K - $17.7K
|
10.6K
$1.85M
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-21- 0.39% |
$4.53K - $5.03K
|
5.4K
$939K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12- 1.35% |
$2.59K - $2.88K
|
879
$153K
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11- 1.22% |
$2.37K - $2.64K
|
888
$154K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 7.5% |
$647 - $719
|
37
$6.44K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-272- 4.9% |
$53.6K - $65.8K
|
5.28K
$919K
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-213- 12.69% |
$42K - $51.5K
|
1.47K
$255K
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-129- 8.97% |
$25.4K - $31.2K
|
1.31K
$228K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-55- 50.93% |
$10.8K - $13.3K
|
53
$9.22K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-24- 0.08% |
$4.73K - $5.81K
|
30.8K
$5.36M
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-15Closed |
$2.96K - $3.63K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-7- 0.28% |
$1.38K - $1.69K
|
2.47K
$430K
|
|
Q3 2022 | |||||||
Oct 24, 2022
Q3 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-6.71K- 31.06% |
$1.22M - $1.46M
|
14.9K
$2.59M
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-4.61KClosed |
$836K - $1M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3.5K- 3.84% |
$634K - $761K
|
87.7K
$15.3M
|
|
Oct 03, 2022
Q3 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-2.83KClosed |
$513K - $616K
|
0
$0
|
|
Oct 24, 2022
Q3 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-798- 30.85% |
$145K - $174K
|
1.79K
$311K
|
|
Nov 04, 2022
Q3 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-351- 43.55% |
$63.7K - $76.4K
|
455
$79.2K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-56- 50.91% |
$10.2K - $12.2K
|
54
$9.39K
|
|
Nov 14, 2022
Q3 2022
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-3- -0.0% |
$544 - $653
|
200K
$34.8M
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-11KClosed |
$1.91M - $2.19M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-3.71KClosed |
$642K - $737K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-3.42KClosed |
$592K - $679K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-1.86KClosed |
$322K - $370K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-1.21KClosed |
$209K - $239K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.17KClosed |
$203K - $233K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-845Closed |
$146K - $168K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-236Closed |
$40.8K - $46.9K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-207Closed |
$35.8K - $41.1K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-149Closed |
$25.8K - $29.6K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Pendal Group LTD
|
SELL
|
- |
-135- 2.04% |
$23.4K - $26.8K
|
6.49K
$1.13M
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-93Closed |
$16.1K - $18.5K
|
0
$0
|