Institutional Ownership Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX). We have compiled data on the 670 institutions that hold shares in the stock, with a total of 76.4 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Profund Advisors LLC
|
Aug 13, 2024 Q2 2024 |
1,188
shares
|
$253,542
0.01% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
Jacobson & Schmitt Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
1,179
shares
|
$251,622
0.05% of portfolio
|
Q2 2024
New holding
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
1,158
shares
|
$247,140
0.02% of portfolio
|
Q2 2024
New holding
|
|
Berry Wealth Group, LP
Granbury, TX |
Jul 31, 2024 Q2 2024 |
1,153
shares
|
$246,073
0.19% of portfolio
|
Q2 2024
Added 17.06%
|
|
Gateway Investment Advisers LLC
|
Jul 12, 2024 Q2 2024 |
1,150
shares
|
$245,433
0.0% of portfolio
|
Q2 2024
Reduced 70.71%
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
1,146
shares
|
$244,579
0.07% of portfolio
|
Q1 2023
New holding
|
|
Veriti Management LLC
|
Aug 02, 2024 Q2 2024 |
1,135
shares
|
$242,231
0.01% of portfolio
|
Q2 2024
Added 7.58%
|
|
Carderock Capital Management Inc
|
Jul 22, 2024 Q2 2024 |
1,122
shares
|
$239,457
0.06% of portfolio
|
Q2 2024
Reduced 96.1%
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
1,104
shares
|
$235,615
0.02% of portfolio
|
Q2 2024
New holding
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
1,101
shares
|
$234,975
0.0% of portfolio
|
Q2 2024
Added 1.29%
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
1,095
shares
|
$233,694
0.0% of portfolio
|
Q2 2024
New holding
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jul 23, 2024 Q2 2024 |
1,078
shares
|
$230,066
0.21% of portfolio
|
Q2 2024
Added 22.78%
|
|
Quarry LP
New York, NY |
Aug 14, 2024 Q2 2024 |
1,071
shares
|
$228,572
0.06% of portfolio
|
Q2 2024
Added 271.88%
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 12, 2024 Q2 2024 |
1,070
shares
|
$228,359
0.01% of portfolio
|
Q1 2024
Reduced 32.7%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
1,070
shares
|
$228,359
0.02% of portfolio
|
Q3 2023
Reduced 13.64%
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
1,046
shares
|
$223,237
0.01% of portfolio
|
Q2 2024
New holding
|
|
Connecticut Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
1,024
shares
|
$218,542
0.01% of portfolio
|
Q4 2023
Reduced 10.33%
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 06, 2024 Q2 2024 |
1,012
shares
|
$215,981
0.01% of portfolio
|
Q3 2022
New holding
|
|
Centerpoint Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
1,002
shares
|
$213,846
0.07% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
1,001
shares
|
$213,633
0.01% of portfolio
|
Q2 2024
New holding
|
|
Dearborn Partners LLC
|
Jul 26, 2024 Q2 2024 |
1,001
shares
|
$213,633
0.01% of portfolio
|
Q1 2024
Reduced 47.4%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
995
shares
|
$212,352
0.01% of portfolio
|
Q3 2022
New holding
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
994
shares
|
$212,139
0.04% of portfolio
|
Q4 2022
New holding
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
987
shares
|
$210,645
0.1% of portfolio
|
Q2 2024
Added 26.7%
|
|
State Of Wyoming
Cheyenne, WY |
Aug 14, 2024 Q2 2024 |
964
shares
|
$205,736
0.03% of portfolio
|
Q2 2024
Added 6.76%
|