Purchases and Sales Made in Q2 2024 in Idex Corp (IEX)
This table provides information about the institutional ownership of Idex Corp (IEX) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
472+ 9.24% |
$93.6K - $114K
|
5.58K
$1.03M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
449+ 44.77% |
$89K - $108K
|
1.45K
$268K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
428+ 8.31% |
$84.8K - $103K
|
5.58K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
414+ 1.77% |
$82.1K - $100K
|
23.8K
$4.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
407+ 8.24% |
$80.7K - $98.3K
|
5.35K
$986K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
397+ 7940.0% |
$78.7K - $95.9K
|
402
$74.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
392+ 21.42% |
$77.7K - $94.7K
|
2.22K
$410K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
349+ 12.68% |
$69.2K - $84.3K
|
3.1K
$572K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
333+ 84.73% |
$66K - $80.4K
|
726
$134K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
321+ 2.87% |
$63.6K - $77.5K
|
11.5K
$2.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
316+ 1373.91% |
$62.6K - $76.3K
|
339
$62.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
313+ 0.47% |
$62K - $75.6K
|
67K
$12.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
296+ 18.24% |
$58.7K - $71.5K
|
1.92K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
291+ 18.9% |
$57.7K - $70.3K
|
1.83K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
288+ 1.15% |
$57.1K - $69.6K
|
25.2K
$4.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
264+ 3.05% |
$52.3K - $63.8K
|
8.93K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
260+ 4.38% |
$51.5K - $62.8K
|
6.2K
$1.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
BUY
|
- |
260+ 10.62% |
$51.5K - $62.8K
|
2.71K
$499K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
253New |
$50.2K - $61.1K
|
253
$46.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
233+ 106.39% |
$46.2K - $56.3K
|
452
$83.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
231+ 3.67% |
$45.8K - $55.8K
|
6.52K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
219New |
$43.4K - $52.9K
|
219
$40.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
213+ 710.0% |
$42.2K - $51.5K
|
243
$44.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
208+ 26.7% |
$41.2K - $50.2K
|
987
$182K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
202+ 38.4% |
$40K - $48.8K
|
728
$134K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
202New |
$40K - $48.8K
|
202
$37.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
200+ 22.78% |
$39.6K - $48.3K
|
1.08K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
184+ 12.42% |
$36.5K - $44.5K
|
1.67K
$307K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
177+ 48.23% |
$35.1K - $42.8K
|
544
$100K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
176+ 7.93% |
$34.9K - $42.5K
|
2.4K
$442K
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
168+ 17.06% |
$33.3K - $40.6K
|
1.15K
$213K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
162+ 2.24% |
$32.1K - $39.1K
|
7.41K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
162+ 6.43% |
$32.1K - $39.1K
|
2.68K
$495K
|
|
|
Aug 13, 2024
Q2 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
160+ 8.94% |
$31.7K - $38.7K
|
1.95K
$359K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
159+ 2.19% |
$31.5K - $38.4K
|
7.41K
$1.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
149+ 8.25% |
$29.5K - $36K
|
1.96K
$361K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
135+ 259.62% |
$26.8K - $32.6K
|
187
$34.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
132New |
$26.2K - $31.9K
|
132
$24.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
125New |
$24.8K - $30.2K
|
125
$23K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
119+ 82.07% |
$23.6K - $28.7K
|
264
$48.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
113+ 6.44% |
$22.4K - $27.3K
|
1.87K
$345K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
106+ 0.59% |
$21K - $25.6K
|
17.9K
$3.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
102+ 3.39% |
$20.2K - $24.6K
|
3.11K
$573K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
101+ 9.01% |
$20K - $24.4K
|
1.22K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
100+ 3.13% |
$19.8K - $24.2K
|
3.3K
$608K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
100+ 3.6% |
$19.8K - $24.2K
|
2.88K
$531K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.48% |
$19.8K - $24.2K
|
20.8K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
99+ 3.96% |
$19.6K - $23.9K
|
2.6K
$480K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
97New |
$19.2K - $23.4K
|
97
$17.9K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
89+ 3.35% |
$17.6K - $21.5K
|
2.74K
$506K
|