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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
369+ 9.25% |
$75.7K - $90.7K
|
4.36K
$715K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25+ 20.0% |
$5.13K - $6.15K
|
150
$24.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-3.03K- 57.06% |
$620K - $744K
|
2.28K
$373K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
12New |
$2.46K - $2.95K
|
12
$1.97K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-186- 13.62% |
$38.1K - $45.7K
|
1.18K
$193K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
142New |
$29.1K - $34.9K
|
142
$23.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7.39K+ 525.44% |
$1.52M - $1.82M
|
8.8K
$1.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
824New |
$169K - $203K
|
824
$135K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
966New |
$198K - $238K
|
966
$158K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-764- 31.94% |
$157K - $188K
|
1.63K
$267K
|
|
| Q4 2023 | |||||||
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 20.0% |
$1.12K - $1.3K
|
24
$3.93K
|
|
|
Feb 15, 2024
Q4 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
45New |
$8.42K - $9.77K
|
45
$7.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-46- 1.05% |
$8.6K - $9.99K
|
4.34K
$711K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
86New |
$16.1K - $18.7K
|
86
$14.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-402- 10.16% |
$75.2K - $87.3K
|
3.56K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-5.58K- 26.53% |
$1.04M - $1.21M
|
15.4K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
15New |
$2.81K - $3.26K
|
15
$2.46K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.89KNew |
$353K - $410K
|
1.89K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-150- 2.14% |
$28.1K - $32.6K
|
6.85K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
106New |
$19.8K - $23K
|
106
$17.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2.81KNew |
$525K - $609K
|
2.81K
$460K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
39New |
$7.29K - $8.47K
|
39
$6.39K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
162New |
$30.3K - $35.2K
|
162
$26.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
59New |
$11K - $12.8K
|
59
$9.67K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-56.5K- 98.36% |
$10.6M - $12.3M
|
945
$155K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
24+ 60.0% |
$4.49K - $5.21K
|
64
$10.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-8- 9.09% |
$1.5K - $1.74K
|
80
$13.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
53New |
$9.91K - $11.5K
|
53
$8.69K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-118- 10.33% |
$22.1K - $25.6K
|
1.02K
$168K
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
319+ 12.98% |
$59.7K - $69.3K
|
2.78K
$455K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
12New |
$2.24K - $2.61K
|
12
$1.97K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
79+ 25.57% |
$14.8K - $17.2K
|
388
$63.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-59- 4.53% |
$11K - $12.8K
|
1.24K
$204K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$9.35K - $10.9K
|
50
$8.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-73- 48.67% |
$13.7K - $15.8K
|
77
$12.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 2.63% |
$187 - $217
|
39
$6.39K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
67+ 2.42% |
$12.5K - $14.5K
|
2.83K
$464K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4New |
$748 - $868
|
4
$656
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.21KNew |
$226K - $263K
|
1.21K
$199K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
251New |
$46.9K - $54.5K
|
251
$41.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
200New |
$37.4K - $43.4K
|
200
$32.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-288- 20.24% |
$53.9K - $62.5K
|
1.14K
$186K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3New |
$561 - $651
|
3
$492
|
|
| Q3 2023 | |||||||
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
8New |
$1.63K - $1.83K
|
8
$1.31K
|
|
|
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
$649K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-638- 3.23% |
$130K - $146K
|
19.1K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
986+ 2528.21% |
$201K - $226K
|
1.03K
$168K
|
|
|
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
$177K
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-70- 1.72% |
$14.3K - $16K
|
4.01K
$657K
|
|