Latest Institutional Purchases of Idex Corp (IEX)
This list provides information on the latest institutional transactions involving Idex Corp (IEX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
1K+ 37.04% |
$198K - $242K
|
3.7K
$609K
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
600+ 20.69% |
$119K - $145K
|
3.5K
$576K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
449+ 44.77% |
$89K - $108K
|
1.45K
$239K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
397+ 7940.0% |
$78.7K - $95.9K
|
402
$66.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
202New |
$40K - $48.8K
|
202
$33.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
132New |
$26.2K - $31.9K
|
132
$21.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
97New |
$19.2K - $23.4K
|
97
$16K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
77New |
$15.3K - $18.6K
|
77
$12.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
58+ 38.41% |
$11.5K - $14K
|
209
$34.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
48+ 5.42% |
$9.52K - $11.6K
|
934
$154K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
43New |
$8.52K - $10.4K
|
43
$7.07K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
24New |
$4.76K - $5.8K
|
24
$3.95K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
7New |
$1.39K - $1.69K
|
7
$1.15K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4New |
$793 - $966
|
4
$658
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3+ 0.06% |
$595 - $725
|
4.69K
$772K
|
|
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
2New |
$396 - $483
|
2
$329
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7.39K+ 525.44% |
$1.52M - $1.82M
|
8.8K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.89KNew |
$797K - $956K
|
3.89K
$640K
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.4KNew |
$697K - $836K
|
3.4K
$559K
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
3.01KNew |
$616K - $739K
|
3.01K
$494K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.36K+ 189.61% |
$483K - $579K
|
3.6K
$592K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.94KNew |
$397K - $476K
|
1.94K
$319K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$307K - $368K
|
1.5K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.23K+ 36.9% |
$251K - $301K
|
4.55K
$748K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
966New |
$198K - $238K
|
966
$159K
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
900+ 45.0% |
$185K - $221K
|
2.9K
$477K
|
|
|
May 10, 2024
Q1 2024
|
Harvey Capital Management Inc
|
BUY
|
- |
900New |
$185K - $221K
|
900
$148K
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
827New |
$170K - $203K
|
827
$136K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
824New |
$169K - $203K
|
824
$136K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
649New |
$133K - $160K
|
649
$107K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
630+ 48.17% |
$129K - $155K
|
1.94K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
425+ 23.72% |
$87.1K - $104K
|
2.22K
$365K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
369+ 9.25% |
$75.7K - $90.7K
|
4.36K
$717K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
266+ 27.03% |
$54.5K - $65.4K
|
1.25K
$206K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
178+ 12.98% |
$36.5K - $43.8K
|
1.55K
$255K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
177+ 14.07% |
$36.3K - $43.5K
|
1.44K
$236K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
142New |
$29.1K - $34.9K
|
142
$23.4K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
121+ 15.45% |
$24.8K - $29.8K
|
904
$149K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
70+ 6.67% |
$14.4K - $17.2K
|
1.12K
$184K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
36New |
$7.38K - $8.85K
|
36
$5.92K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35+ 3.14% |
$7.18K - $8.61K
|
1.15K
$189K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25+ 20.0% |
$5.13K - $6.15K
|
150
$24.7K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1New |
$205 - $246
|
1
$164
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2.81KNew |
$525K - $609K
|
2.81K
$461K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.89KNew |
$353K - $410K
|
1.89K
$311K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.21KNew |
$226K - $263K
|
1.21K
$199K
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
319+ 12.98% |
$59.7K - $69.3K
|
2.78K
$457K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
251New |
$46.9K - $54.5K
|
251
$41.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
200New |
$37.4K - $43.4K
|
200
$32.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
86New |
$16.1K - $18.7K
|
86
$14.1K
|
|