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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2+ 33.33% |
$398 - $458
|
8
$1.31K
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.36KNew |
$470K - $541K
|
2.36K
$387K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
4.21KNew |
$839K - $965K
|
4.21K
$690K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
936New |
$186K - $215K
|
936
$153K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
58.6KNew |
$11.7M - $13.4M
|
58.6K
$9.61M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
197New |
$39.2K - $45.2K
|
197
$32.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
BUY
|
- |
37+ 0.22% |
$7.37K - $8.48K
|
16.6K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-49- 33.11% |
$9.76K - $11.2K
|
99
$16.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
5.92K+ 81.87% |
$1.18M - $1.36M
|
13.2K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
84.4KNew |
$16.8M - $19.4M
|
84.4K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.27KNew |
$253K - $291K
|
1.27K
$208K
|
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
59.4KNew |
$11.8M - $13.6M
|
59.4K
$9.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
834New |
$166K - $191K
|
834
$137K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
8.07KNew |
$1.61M - $1.85M
|
8.07K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-23K- 92.27% |
$4.58M - $5.27M
|
1.93K
$316K
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.2KNew |
$637K - $733K
|
3.2K
$524K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
15+ 0.62% |
$2.99K - $3.44K
|
2.44K
$401K
|
|
|
Aug 11, 2023
Q2 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
1.2KNew |
$239K - $275K
|
1.2K
$197K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-57- 96.61% |
$11.4K - $13.1K
|
2
$328
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
56.9K+ 3.54% |
$11.3M - $13M
|
1.66M
$273M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 50.0% |
$2.99K - $3.44K
|
15
$2.46K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-74- 6.75% |
$14.7K - $17K
|
1.02K
$168K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
76+ 6.29% |
$15.1K - $17.4K
|
1.29K
$211K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-22.5K- 82.14% |
$4.48M - $5.15M
|
4.89K
$801K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2New |
$398 - $458
|
2
$328
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13New |
$2.59K - $2.98K
|
13
$2.13K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
280New |
$55.8K - $64.2K
|
280
$45.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
19+ 32.76% |
$3.78K - $4.36K
|
77
$12.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 22.22% |
$398 - $458
|
11
$1.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-120- 48.98% |
$23.9K - $27.5K
|
125
$20.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-19- 45.24% |
$3.78K - $4.36K
|
23
$3.77K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
172+ 7.68% |
$34.3K - $39.4K
|
2.41K
$396K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.51K+ 33.96% |
$500K - $575K
|
9.9K
$1.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-42- 3.96% |
$8.36K - $9.63K
|
1.02K
$167K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-13K- 99.27% |
$2.58M - $2.97M
|
95
$15.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9New |
$1.79K - $2.06K
|
9
$1.48K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.12K- 42.91% |
$223K - $257K
|
1.49K
$244K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-23- 51.11% |
$4.58K - $5.27K
|
22
$3.61K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-250- 4.42% |
$49.8K - $57.3K
|
5.4K
$885K
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-417- 12.67% |
$83K - $95.6K
|
2.87K
$471K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-73- 6.24% |
$14.5K - $16.7K
|
1.1K
$180K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
81+ 6.57% |
$16.1K - $18.6K
|
1.31K
$215K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$199 - $229
|
8
$1.31K
|
|
| Q1 2023 | |||||||
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$1.73K - $1.92K
|
8
$1.31K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
42.7KNew |
$9.21M - $10.2M
|
42.7K
$7M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
18+ 1.44% |
$3.88K - $4.31K
|
1.27K
$208K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 0.31% |
$647 - $719
|
962
$158K
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
868New |
$187K - $208K
|
868
$142K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-85- 4.62% |
$18.3K - $20.4K
|
1.75K
$288K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.15KNew |
$247K - $275K
|
1.15K
$188K
|
|