Institutional Ownership Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX). We have compiled data on the 685 institutions that hold shares in the stock, with a total of 77.4 Million shares, which have been reported (via 13F filing form) to have a value of $14.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
7
shares
|
$1,290
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
7
shares
|
$1,290
0.0% of portfolio
|
Q4 2024
Added 133.33%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
7
shares
|
$1,290
0.0% of portfolio
|
Q1 2025
Reduced 75.86%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7
shares
|
$1,290
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6
shares
|
$1,106
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
6
shares
|
$1,106
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
6
shares
|
$1,106
0.0% of portfolio
|
Q4 2022
Added 100.0%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
5
shares
|
$921
0.0% of portfolio
|
Q1 2025
Reduced 64.29%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
4
shares
|
$737
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
4
shares
|
$737
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
4
shares
|
$737
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
4
shares
|
$737
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
3
shares
|
$553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
3
shares
|
$553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
3
shares
|
$553
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
3
shares
|
$553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2
shares
|
$368
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2
shares
|
$368
0.0% of portfolio
|
Q4 2024
Reduced 88.89%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
2
shares
|
$368
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
2
shares
|
$368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2
shares
|
$368
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
2
shares
|
$368
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
1
shares
|
$184
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1
shares
|
$184
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
1
shares
|
$184
0.0% of portfolio
|
Q1 2025
New holding
|