Purchases and Sales Made in Q1 2025 in Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX) during Q1 2025. The information is specifically focused on institutions that hold shares of IDEX CORP .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$178 - $224
|
0
$0
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1- 3.23% |
$178 - $224
|
30
$5.53K
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 12.5% |
$178 - $224
|
7
$1.29K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1- 4.35% |
$178 - $224
|
22
$4.06K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1- 11.11% |
$178 - $224
|
8
$1.48K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2- 9.52% |
$356 - $449
|
19
$3.5K
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-2- 0.11% |
$356 - $449
|
1.82K
$336K
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 25.0% |
$535 - $673
|
9
$1.66K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 21.05% |
$713 - $897
|
15
$2.77K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 10.81% |
$713 - $897
|
33
$6.08K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 10.42% |
$891 - $1.12K
|
43
$7.93K
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-5- 27.78% |
$891 - $1.12K
|
13
$2.4K
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-7- 0.53% |
$1.25K - $1.57K
|
1.32K
$243K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-8- 3.33% |
$1.43K - $1.79K
|
232
$42.8K
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-8- 16.0% |
$1.43K - $1.79K
|
42
$7.74K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 8.04% |
$1.6K - $2.02K
|
103
$19K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9- 64.29% |
$1.6K - $2.02K
|
5
$922
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-10- 0.88% |
$1.78K - $2.24K
|
1.12K
$207K
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-11- 0.77% |
$1.96K - $2.47K
|
1.41K
$260K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13- 16.46% |
$2.32K - $2.92K
|
66
$12.2K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14- 2.14% |
$2.5K - $3.14K
|
641
$118K
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-15- 1.1% |
$2.67K - $3.36K
|
1.35K
$249K
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-15- 0.1% |
$2.67K - $3.36K
|
14.5K
$2.67M
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-16- 0.32% |
$2.85K - $3.59K
|
5.06K
$933K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19- 3.08% |
$3.39K - $4.26K
|
597
$110K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-19- 24.68% |
$3.39K - $4.26K
|
58
$10.7K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-20- 17.09% |
$3.56K - $4.49K
|
97
$17.9K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-22- 75.86% |
$3.92K - $4.93K
|
7
$1.29K
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-24- 0.06% |
$4.28K - $5.38K
|
39.7K
$7.32M
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-28- 35.44% |
$4.99K - $6.28K
|
51
$9.4K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-29- 36.71% |
$5.17K - $6.5K
|
50
$9.22K
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-30- 40.54% |
$5.35K - $6.73K
|
44
$8.11K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-31- 29.52% |
$5.53K - $6.95K
|
74
$13.6K
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-31- 0.6% |
$5.53K - $6.95K
|
5.17K
$953K
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-35- 0.56% |
$6.24K - $7.85K
|
6.18K
$1.14M
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-37- 0.49% |
$6.59K - $8.3K
|
7.56K
$1.39M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-39- 7.44% |
$6.95K - $8.75K
|
485
$89.4K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-41- 34.45% |
$7.31K - $9.2K
|
78
$14.4K
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-47- 1.01% |
$8.38K - $10.5K
|
4.61K
$850K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-50- 55.56% |
$8.91K - $11.2K
|
40
$7.38K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-55- 30.22% |
$9.8K - $12.3K
|
127
$23.4K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-57- 81.43% |
$10.2K - $12.8K
|
13
$2.4K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-64- 9.7% |
$11.4K - $14.4K
|
596
$110K
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-64- 0.63% |
$11.4K - $14.4K
|
10.2K
$1.88M
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-65- 23.13% |
$11.6K - $14.6K
|
216
$39.8K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-73- 2.06% |
$13K - $16.4K
|
3.47K
$641K
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-74- 1.79% |
$13.2K - $16.6K
|
4.06K
$748K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-83- 17.11% |
$14.8K - $18.6K
|
402
$74.1K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-86- 8.45% |
$15.3K - $19.3K
|
932
$172K
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-88- 0.4% |
$15.7K - $19.7K
|
21.9K
$4.04M
|