Latest Institutional Transactions on Idex Corp (IEX)

IEX Quotes by TradingView

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
Jan 18, 2024 Q4 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
4
New
$748 - $868
4 $658
Jan 17, 2024 Q4 2023
Trust CO Of The South

Greensboro, NC
BUY
 -
1.21K
New
$226K - $263K
1.21K $199K
Jan 16, 2024 Q4 2023
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
251
New
$46.9K - $54.5K
251 $41.3K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
200
New
$37.4K - $43.4K
200 $32.9K
Jan 10, 2024 Q4 2023
Hennion & Walsh Asset Management, Inc.

SELL
 -
-288
- 20.24%
$53.9K - $62.5K
1.14K $187K
Jan 05, 2024 Q4 2023
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
3
New
$561 - $651
3 $493
Q3 2023
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
8
New
$1.63K - $1.83K
8 $1.32K
Mar 29, 2024 Q3 2023
Kapitalo Investimentos Ltda

Sao Paulo, D5
SELL
 -
-781
Closed
$159K - $179K
0 $0
Feb 22, 2024 Q3 2023
Teza Capital Management LLC

Chicago, IL
BUY
 -
1.58K
+ 66.68%
$323K - $362K
3.96K $651K
Nov 14, 2023 Q3 2023
Earnest Partners LLC

Atlanta, GA
BUY
 -
986
+ 2528.21%
$201K - $226K
1.03K $169K
Nov 14, 2023 Q3 2023
Kenfarb & Co.

Ashland, KY
SELL
 -
-70
- 1.72%
$14.3K - $16K
4.01K $659K
Nov 14, 2023 Q3 2023
Greenland Capital Management LP

New York, NY
BUY
 -
39.4K
New
$8.04M - $9.02M
39.4K $6.49M
Nov 14, 2023 Q3 2023
La Banque Postale Asset Management Sa

Paris, I0
BUY
 -
1.97K
+ 18.78%
$400K - $449K
12.4K $2.04M
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
SELL
 -
-2
- 5.41%
$408 - $457
35 $5.76K
Nov 14, 2023 Q3 2023
Caisse De Depot Et Placement Du Quebec

Montreal, A8
SELL
 -
-2.14K
- 45.57%
$437K - $490K
2.56K $421K
Nov 14, 2023 Q3 2023
Sciencast Management LP

BUY
 -
661
+ 17.74%
$135K - $151K
4.39K $721K
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
5
+ 0.07%
$1.02K - $1.14K
7.16K $1.18M
Nov 13, 2023 Q3 2023
Sandhill Capital Partners LLC

Buffalo, NY
BUY
 -
2.91K
New
$592K - $665K
2.91K $478K
Nov 13, 2023 Q3 2023
Concentric Capital Strategies, LP

Stamford, CT
BUY
 -
1.27K
New
$259K - $291K
1.27K $209K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
80
+ 30.89%
$16.3K - $18.3K
339 $55.8K
Nov 13, 2023 Q3 2023
Echo Street Capital Management LLC

New York, NY
SELL
 -
-147K
- 33.07%
$30M - $33.7M
298K $49M
Nov 09, 2023 Q3 2023
Varma Mutual Pension Insurance CO

Varma, H9
BUY
 -
1K
+ 3.0%
$204K - $229K
34.4K $5.65M
Nov 09, 2023 Q3 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
9
+ 0.58%
$1.83K - $2.06K
1.57K $258K
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
0
New
$0 - $0
0 $0
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
9
+ 16.07%
$1.83K - $2.06K
65 $10.7K
Nov 08, 2023 Q3 2023
Keybank National Association

BUY
 -
31
+ 0.92%
$6.32K - $7.09K
3.42K $562K
Nov 08, 2023 Q3 2023
Locust Wood Capital Advisers, LLC

BUY
 -
8.25K
New
$1.68M - $1.89M
8.25K $1.36M
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
12
New
$2.45K - $2.74K
12 $1.97K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-78
- 4.55%
$15.9K - $17.8K
1.64K $269K
Nov 07, 2023 Q3 2023
Virtus ETF Advisers LLC

New York, NY
SELL
 -
-47
- 1.32%
$9.58K - $10.8K
3.51K $578K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-57
- 0.58%
$11.6K - $13K
9.78K $1.61M
Nov 06, 2023 Q3 2023
Achmea Investment Management B.V.

SELL
 -
-236
- 9.88%
$48.1K - $54K
2.15K $354K
Nov 06, 2023 Q3 2023
Lgt Group Foundation

BUY
 -
1.19K
New
$243K - $273K
1.19K $196K
Nov 03, 2023 Q3 2023
Alta Advisers LTD

SELL
 -
-100
- 16.67%
$20.4K - $22.9K
500 $82.2K
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-35
- 1.48%
$7.13K - $8.01K
2.33K $383K
Nov 01, 2023 Q3 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
2
+ 0.13%
$408 - $457
1.57K $259K
Oct 31, 2023 Q3 2023
Unigestion Holding Sa

BUY
 -
616
+ 22.99%
$126K - $141K
3.3K $542K
Oct 31, 2023 Q3 2023
Legacy Wealth Asset Management, LLC

SELL
 -
-26
- 1.92%
$5.3K - $5.95K
1.33K $218K
Oct 30, 2023 Q3 2023
Meritage Portfolio Management

SELL
 -
-357
- 1.06%
$72.8K - $81.7K
33.4K $5.49M
Oct 27, 2023 Q3 2023
Portside Wealth Group, LLC

Provo, UT
SELL
 -
-4
- 0.18%
$815 - $915
2.26K $372K
Oct 27, 2023 Q3 2023
Marquette Asset Management, LLC

SELL
 -
-14
- 51.85%
$2.85K - $3.2K
13 $2.14K
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

SELL
 -
-169
- 13.64%
$34.4K - $38.7K
1.07K $176K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
97
+ 2.76%
$19.8K - $22.2K
3.61K $594K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
46
New
$9.38K - $10.5K
46 $7.57K
Oct 24, 2023 Q3 2023
Gw Henssler & Associates LTD

BUY
 -
981
New
$200K - $224K
981 $161K
Oct 23, 2023 Q3 2023
Toews Corp

BUY
 -
3.8K
New
$774K - $869K
3.8K $625K
Oct 20, 2023 Q3 2023
Covenant Partners, LLC

SELL
 -
-85
- 7.13%
$17.3K - $19.4K
1.11K $182K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
62
New
$12.6K - $14.2K
62 $10.2K
Oct 17, 2023 Q3 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.54K
New
$314K - $353K
1.54K $254K

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