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 |
---|---|---|---|---|---|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
4
shares
|
$853
0.0% of portfolio
|
Q2 2024
Added 33.33%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
3
shares
|
$640
0.0% of portfolio
|
Q1 2024
New holding
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jul 16, 2024 Q2 2024 |
3
shares
|
$640
0.0% of portfolio
|
Q4 2023
New holding
|
|
Tfc Financial Management
|
Jul 23, 2024 Q2 2024 |
2
shares
|
$426
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
2
shares
|
$426
0.0% of portfolio
|
Q2 2024
New holding
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
2
shares
|
$426
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Aug 14, 2024 Q2 2024 |
1
shares
|
$213
0.0% of portfolio
|
Q1 2024
New holding
|