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 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
202+ 6.73% |
$35K - $40.1K
|
3.21K
$680K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.11KNew |
$192K - $221K
|
1.11K
$236K
|
|
|
Aug 10, 2022
Q2 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
1.19KNew |
$206K - $237K
|
1.19K
$253K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-207Closed |
$35.8K - $41.1K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-22Closed |
$3.81K - $4.37K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.17KClosed |
$203K - $233K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
268New |
$46.4K - $53.3K
|
268
$56.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
7+ 0.34% |
$1.21K - $1.39K
|
2.04K
$432K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
11+ 0.23% |
$1.9K - $2.19K
|
4.8K
$1.02M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-80- 72.73% |
$13.8K - $15.9K
|
30
$6.37K
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-93Closed |
$16.1K - $18.5K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
530New |
$91.7K - $105K
|
530
$113K
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
8New |
$1.38K - $1.59K
|
8
$1.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-11KClosed |
$1.91M - $2.19M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Pendal Group LTD
|
SELL
|
- |
-135- 2.04% |
$23.4K - $26.8K
|
6.49K
$1.38M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-149Closed |
$25.8K - $29.6K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-1.21KClosed |
$209K - $239K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5New |
$865 - $994
|
5
$1.06K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-18- 0.36% |
$3.12K - $3.58K
|
4.96K
$1.05M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-46Closed |
$7.96K - $9.14K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-22- 39.29% |
$3.81K - $4.37K
|
34
$7.22K
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-10- 11.9% |
$1.73K - $1.99K
|
74
$15.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10Closed |
$1.73K - $1.99K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-845Closed |
$146K - $168K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3Closed |
$519 - $596
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Hikari Power LTD
|
BUY
|
- |
630+ 30.29% |
$109K - $125K
|
2.71K
$575K
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-461Closed |
$84.5K - $109K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
1.4K+ 82.35% |
$257K - $330K
|
3.1K
$658K
|
|
|
May 16, 2022
Q1 2022
|
Shellback Capital, LP
Boston, MA |
SELL
|
- |
-39.3KClosed |
$7.2M - $9.25M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.12KClosed |
$206K - $264K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-191Closed |
$35K - $45K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11.8KClosed |
$2.17M - $2.78M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-29- 1.27% |
$5.32K - $6.83K
|
2.25K
$478K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-10KClosed |
$1.83M - $2.36M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.13KClosed |
$207K - $267K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
340+ 25.09% |
$62.3K - $80.1K
|
1.7K
$360K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-38Closed |
$6.97K - $8.95K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-150Closed |
$27.5K - $35.3K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 9.52% |
$367 - $471
|
19
$4.03K
|
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-1.57KClosed |
$288K - $371K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1KClosed |
$183K - $236K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-24Closed |
$4.4K - $5.65K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-847Closed |
$155K - $199K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7Closed |
$1.28K - $1.65K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-66Closed |
$12.1K - $15.5K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-16Closed |
$2.93K - $3.77K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-2Closed |
$367 - $471
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-3.8KClosed |
$697K - $895K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-100Closed |
$18.3K - $23.6K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-444Closed |
$81.4K - $105K
|
0
$0
|
|