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 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
18+ 1.44% |
$3.88K - $4.31K
|
1.27K
$209K
|
|
|
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
$143K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-85- 4.62% |
$18.3K - $20.4K
|
1.75K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.15KNew |
$247K - $275K
|
1.15K
$189K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
3.95K+ 173.68% |
$851K - $946K
|
6.22K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
1.95KNew |
$420K - $467K
|
1.95K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-211- 8.01% |
$45.5K - $50.6K
|
2.42K
$399K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12- 1.35% |
$2.59K - $2.88K
|
879
$145K
|
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-781- 39.11% |
$168K - $187K
|
1.22K
$200K
|
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-1.15K- 28.2% |
$247K - $275K
|
2.92K
$480K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-454- 31.14% |
$97.9K - $109K
|
1K
$165K
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.64K- 70.66% |
$569K - $632K
|
1.1K
$180K
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
868New |
$187K - $208K
|
868
$143K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-190- 65.52% |
$41K - $45.5K
|
100
$16.4K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
619KNew |
$133M - $148M
|
619K
$102M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-21- 0.39% |
$4.53K - $5.03K
|
5.4K
$888K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-137- 6.52% |
$29.6K - $32.8K
|
1.96K
$323K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
937New |
$202K - $225K
|
937
$154K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.46KNew |
$531K - $589K
|
2.46K
$404K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2.06K- 96.9% |
$445K - $494K
|
66
$10.9K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.42KNew |
$305K - $339K
|
1.42K
$233K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
915New |
$197K - $219K
|
915
$151K
|
|
|
May 03, 2023
Q1 2023
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
30KNew |
$6.47M - $7.19M
|
30K
$4.93M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$216 - $240
|
1
$164
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11- 1.22% |
$2.37K - $2.64K
|
888
$146K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7New |
$1.51K - $1.68K
|
7
$1.15K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 7.5% |
$647 - $719
|
37
$6.09K
|
|
|
Apr 21, 2023
Q1 2023
|
Australian Super Pty LTD
|
BUY
|
- |
10.4KNew |
$2.24M - $2.49M
|
10.4K
$1.71M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
16New |
$3.45K - $3.83K
|
16
$2.63K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
871New |
$188K - $209K
|
871
$143K
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
316+ 2.91% |
$68.2K - $75.7K
|
11.2K
$1.84M
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-74- 0.69% |
$16K - $17.7K
|
10.6K
$1.75M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
650New |
$140K - $156K
|
650
$107K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5New |
$1.08K - $1.2K
|
5
$822
|
|
| Q4 2022 | |||||||
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
1.17KNew |
$230K - $283K
|
1.17K
$192K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.17KNew |
$231K - $283K
|
1.17K
$192K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6New |
$1.18K - $1.45K
|
6
$987
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14New |
$2.76K - $3.39K
|
14
$2.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
35New |
$6.9K - $8.47K
|
35
$5.76K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
267New |
$52.6K - $64.6K
|
267
$43.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
2.33KNew |
$458K - $563K
|
2.33K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1New |
$197 - $242
|
1
$164
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.63KNew |
$321K - $395K
|
1.63K
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
906New |
$179K - $219K
|
906
$149K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-55- 50.93% |
$10.8K - $13.3K
|
53
$8.72K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-7- 0.28% |
$1.38K - $1.69K
|
2.47K
$406K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
80New |
$15.8K - $19.4K
|
80
$13.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
3+ 100.0% |
$591 - $726
|
6
$987
|
|