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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-283- 6.54% |
$57.4K - $66.8K
|
4.04K
$744K
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-180- 3.53% |
$36.5K - $42.5K
|
4.92K
$905K
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-124- 1.19% |
$25.1K - $29.3K
|
10.3K
$1.9M
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-9.58K- 69.88% |
$1.94M - $2.26M
|
4.13K
$760K
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
8.89K+ 14.51% |
$1.8M - $2.1M
|
70.1K
$12.9M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.76K+ 35.8% |
$1.57M - $1.83M
|
29.4K
$5.41M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
91+ 11.3% |
$18.5K - $21.5K
|
896
$165K
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-631K- 38.39% |
$128M - $149M
|
1.01M
$186M
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-8.59K- 15.15% |
$1.74M - $2.03M
|
48.1K
$8.85M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.54K+ 25.26% |
$312K - $363K
|
7.62K
$1.4M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3New |
$608 - $708
|
3
$552
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
23.8K+ 28355.95% |
$4.83M - $5.62M
|
23.9K
$4.4M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5+ 35.71% |
$1.01K - $1.18K
|
19
$3.49K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
73+ 2.83% |
$14.8K - $17.2K
|
2.65K
$488K
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
674+ 5.9% |
$137K - $159K
|
12.1K
$2.23M
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
163K+ 178.34% |
$33.1M - $38.5M
|
255K
$46.9M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-3.43K- 20.45% |
$695K - $810K
|
13.3K
$2.45M
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.04K+ 0.14% |
$212K - $246K
|
744K
$137M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.24K+ 21.76% |
$455K - $529K
|
12.5K
$2.31M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
196+ 49.75% |
$39.7K - $46.3K
|
590
$109K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-167- 11.55% |
$33.9K - $39.4K
|
1.28K
$235K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-53- 7.92% |
$10.7K - $12.5K
|
616
$113K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$406 - $472
|
2
$368
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 1.3% |
$608 - $708
|
234
$43K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.74K+ 1.54% |
$1.97M - $2.3M
|
640K
$118M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
31New |
$6.29K - $7.32K
|
31
$5.7K
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-168- 0.29% |
$34.1K - $39.7K
|
58.7K
$10.8M
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
3New |
$608 - $708
|
3
$552
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
235+ 129.12% |
$47.6K - $55.5K
|
417
$76.7K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.66K+ 7.93% |
$337K - $392K
|
22.6K
$4.16M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-858- 13.11% |
$174K - $203K
|
5.69K
$1.05M
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
300+ 1.38% |
$60.8K - $70.8K
|
22K
$4.04M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
13+ 0.81% |
$2.64K - $3.07K
|
1.62K
$298K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
279+ 10.15% |
$56.6K - $65.9K
|
3.03K
$557K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
169KNew |
$34.3M - $39.9M
|
169K
$31.1M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 4.35% |
$1.82K - $2.12K
|
216
$39.7K
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-13.4K- 10.88% |
$2.71M - $3.16M
|
110K
$20.2M
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
SELL
|
- |
-723- 0.93% |
$147K - $171K
|
77.1K
$14.2M
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-391- 13.19% |
$79.3K - $92.3K
|
2.57K
$473K
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.51KNew |
$307K - $357K
|
1.51K
$278K
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.64KNew |
$1.35M - $1.57M
|
6.64K
$1.22M
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
700+ 2.36% |
$142K - $165K
|
30.4K
$5.59M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
48.8KNew |
$9.89M - $11.5M
|
48.8K
$8.97M
|
|
Feb 05, 2025
Q4 2024
|
Hahn Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 47.58% |
$362K - $422K
|
5.54K
$1.02M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
803+ 8.4% |
$163K - $190K
|
10.4K
$1.9M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 2.63% |
$608 - $708
|
117
$21.5K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.75K+ 0.74% |
$557K - $648K
|
375K
$68.9M
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-252- 2.7% |
$51.1K - $59.5K
|
9.07K
$1.67M
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
106+ 1.27% |
$21.5K - $25K
|
8.47K
$1.56M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
28+ 0.28% |
$5.68K - $6.61K
|
10.2K
$1.88M
|