Latest Institutional Transactions on Idex Corp (IEX)
This table provides information on the latest institutional transactions involving Idex Corp (IEX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-8- 9.09% |
$1.5K - $1.74K
|
80
$17K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
53New |
$9.91K - $11.5K
|
53
$11.3K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
45New |
$8.42K - $9.77K
|
45
$9.55K
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
22+ 35.48% |
$4.11K - $4.78K
|
84
$17.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-118- 10.33% |
$22.1K - $25.6K
|
1.02K
$217K
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
319+ 12.98% |
$59.7K - $69.3K
|
2.78K
$589K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
12New |
$2.24K - $2.61K
|
12
$2.55K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
79+ 25.57% |
$14.8K - $17.2K
|
388
$82.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-59- 4.53% |
$11K - $12.8K
|
1.24K
$264K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$9.35K - $10.9K
|
50
$10.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-73- 48.67% |
$13.7K - $15.8K
|
77
$16.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 2.63% |
$187 - $217
|
39
$8.28K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
67+ 2.42% |
$12.5K - $14.5K
|
2.83K
$601K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4New |
$748 - $868
|
4
$849
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.21KNew |
$226K - $263K
|
1.21K
$257K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
251New |
$46.9K - $54.5K
|
251
$53.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
200New |
$37.4K - $43.4K
|
200
$42.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-288- 20.24% |
$53.9K - $62.5K
|
1.14K
$241K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3New |
$561 - $651
|
3
$637
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
935KNew |
$191M - $214M
|
935K
$198M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
8New |
$1.63K - $1.83K
|
8
$1.7K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-781Closed |
$159K - $179K
|
0
$0
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.58K+ 66.68% |
$323K - $362K
|
3.96K
$840K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-638- 3.23% |
$130K - $146K
|
19.1K
$4.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
413New |
$84.2K - $94.5K
|
413
$87.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
986+ 2528.21% |
$201K - $226K
|
1.03K
$218K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
97+ 9.86% |
$19.8K - $22.2K
|
1.08K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-70- 1.72% |
$14.3K - $16K
|
4.01K
$851K
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
39.4KNew |
$8.04M - $9.02M
|
39.4K
$8.37M
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
1.97K+ 18.78% |
$400K - $449K
|
12.4K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2- 5.41% |
$408 - $457
|
35
$7.43K
|
|
|
Nov 14, 2023
Q3 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-2.14K- 45.57% |
$437K - $490K
|
2.56K
$543K
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
661+ 17.74% |
$135K - $151K
|
4.39K
$931K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5+ 0.07% |
$1.02K - $1.14K
|
7.16K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
2.91KNew |
$592K - $665K
|
2.91K
$617K
|
|
|
Nov 13, 2023
Q3 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
1.27KNew |
$259K - $291K
|
1.27K
$270K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
80+ 30.89% |
$16.3K - $18.3K
|
339
$72K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
11New |
$2.24K - $2.52K
|
11
$2.34K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-147K- 33.07% |
$30M - $33.7M
|
298K
$63.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1K+ 3.0% |
$204K - $229K
|
34.4K
$7.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
9+ 0.58% |
$1.83K - $2.06K
|
1.57K
$333K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
9+ 16.07% |
$1.83K - $2.06K
|
65
$13.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
31+ 0.92% |
$6.32K - $7.09K
|
3.42K
$726K
|
|
|
Nov 08, 2023
Q3 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
8.25KNew |
$1.68M - $1.89M
|
8.25K
$1.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
12New |
$2.45K - $2.74K
|
12
$2.55K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78- 4.55% |
$15.9K - $17.8K
|
1.64K
$348K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 2.61% |
$611 - $686
|
112
$23.8K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
36New |
$7.34K - $8.23K
|
36
$7.64K
|
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-47- 1.32% |
$9.58K - $10.8K
|
3.51K
$746K
|
|