IDEX Ownership 2024 | Who Owns IDEX Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

16.94%

Insider Ownership

0.20%

Retail Ownership

82.86%

Institutional Holders

307.00

IDEX Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	12.16%	0.04%	9,204,526	2,452	0.03%	1,851,950,631	Jun 30, 2024
BLACKROCK INC.	8.19%	0.03%	6,199,248	115,196	1.89%	1,247,288,605	Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/	7.47%	0.14%	5,651,411	-2,313,545	-29.05%	1,137,065,000	Jun 30, 2024
STATE STREET CORP	3.97%	0.03%	3,002,899	21,951	0.74%	604,183,279,000	Jun 30, 2024
MORGAN STANLEY	3.59%	0.04%	2,718,883	428,413	18.70%	547,040,228	Jun 30, 2024
IMPAX ASSET MANAGEMENT GROUP PLC	2.59%	1.61%	1,960,982	-1,350	-0.07%	394,549,578	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	2.47%	0.03%	1,867,787	45,579	2.50%	374,833,141	Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.41%	0.23%	1,822,963	51,247	2.89%	366,781,000	Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA	2.11%	0.37%	1,595,782	-70,215	-4.21%	321,050,319	Jun 30, 2024
INVESCO LTD.	2.01%	0.06%	1,520,993	183,764	13.74%	306,023,791	Jun 30, 2024
AMUNDI	1.95%	0.11%	1,475,387	179,542	13.86%	292,298,247	Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP	1.79%	0.05%	1,358,473	-600,282	-30.65%	273,324,767	Jun 30, 2024
BARCLAYS PLC	1.54%	0.07%	1,163,285	-4,723	-0.40%	234,052,000	Jun 30, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC	1.26%	1.17%	950,216	218,565	29.87%	191,183,459	Jun 30, 2024
NORGES BANK	1.23%	0.03%	930,609	930,609	100.00%	187,238,531	Jun 30, 2024
FENIMORE ASSET MANAGEMENT INC	1.09%	3.64%	825,984	16,660	2.06%	166,187,989	Jun 30, 2024
ALECTA TJANSTEPENSION OMSESIDIGT	1.06%	0.90%	800,000	-	-	160,872,000	Jun 30, 2024
JPMORGAN CHASE & CO	1.05%	0.01%	798,454	-307,538	-27.81%	160,649,093	Jun 30, 2024
NORDEA INVESTMENT MANAGEMENT AB	1.05%	0.19%	794,749	452,579	132.27%	159,816,077	Jun 30, 2024
FIRST TRUST ADVISORS LP	1.01%	0.16%	764,670	292,455	61.93%	153,851,611	Jun 30, 2024

IDEX's largest institutional shareholder is VANGUARD GROUP INC, holding 12.16% of the company's total share outstanding, currently valued at $1.85B. The top 10 institutional shareholders own together 46.96% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MAREN CAPITAL LLC	0.39%	5.67%	293,000	14,785	5.31%	58,951,659	Jun 30, 2024
	0.06%	4.38%	41,950	41,950	100.00%	7,876,123	Jun 30, 2024
ENSEMBLE CAPITAL MANAGEMENT, LLC	0.34%	3.99%	254,847	86,144	51.06%	51,275,216	Jun 30, 2024
FENIMORE ASSET MANAGEMENT INC	1.09%	3.64%	825,984	16,660	2.06%	166,187,989	Jun 30, 2024
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID	0.32%	3.61%	240,845	-43,536	-15.31%	48,458,028	Jun 30, 2024
WEITZ INVESTMENT MANAGEMENT, INC.	0.31%	2.51%	237,400	170,500	254.86%	47,764,880	Jun 30, 2024
SPEECE THORSON CAPITAL GROUP INC	0.06%	2.00%	48,592	-868	-1.75%	9,777,000	Jun 30, 2024
HARVEY INVESTMENT CO LLC	0.11%	1.99%	82,541	-5,813	-6.58%	16,607,000	Jun 30, 2024
MONTANARO ASSET MANAGEMENT LTD	0.07%	1.95%	52,100	-900	-1.70%	10,482,520	Jun 30, 2024
NORTHSTAR ASSET MANAGEMENT INC	0.05%	1.93%	37,602	1,726	4.81%	7,565,522	Jun 30, 2024
PORT CAPITAL LLC	0.25%	1.92%	190,181	-3,464	-1.79%	38,264,000	Jun 30, 2024
PREMIER FUND MANAGERS LTD	0.29%	1.77%	220,000	-	-	44,032,000	Jun 30, 2024
SNYDER CAPITAL MANAGEMENT L P	0.50%	1.70%	376,233	-14,928	-3.82%	75,698,080	Jun 30, 2024
IMPAX ASSET MANAGEMENT GROUP PLC	2.59%	1.61%	1,960,982	-1,350	-0.07%	394,549,578	Jun 30, 2024
CEREDEX VALUE ADVISORS LLC	0.55%	1.58%	416,375	85,434	25.82%	83,774,650	Jun 30, 2024
ISAM FUNDS (UK) LTD	0.01%	1.50%	9,918	6,784	216.46%	1,995,502	Jun 30, 2024
NUMERAI GP LLC	0.03%	1.46%	19,927	13,725	221.30%	4,009,312	Jun 30, 2024
CCLA INVESTMENT MANAGEMENT	0.57%	1.34%	433,403	7,615	1.79%	86,697,000	Jun 30, 2024
ROBECO SCHWEIZ AG	0.45%	1.30%	337,290	76,867	29.52%	67,862,748	Jun 30, 2024
B.O.S.S. RETIREMENT ADVISORS, LLC	0.03%	1.22%	23,709	7,484	46.13%	4,770,417	Jun 30, 2024

The largest IDEX shareholder by % of total assets is MAREN CAPITAL LLC. The company owns 293.00K shares of IDEX (IEX), representing 5.67% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORGES BANK	1.23%	0.03%	930,609	930,609	100.00%	187,238,531	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.65%	0.23%	489,815	489,815	100.00%	98,550,692	Jun 30, 2024
NORDEA INVESTMENT MANAGEMENT AB	1.05%	0.19%	794,749	452,579	132.27%	159,816,077	Jun 30, 2024
MORGAN STANLEY	3.59%	0.04%	2,718,883	428,413	18.70%	547,040,228	Jun 30, 2024
FIRST TRUST ADVISORS LP	1.01%	0.16%	764,670	292,455	61.93%	153,851,611	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	0.65%	0.16%	493,117	267,220	118.29%	99,215,140	Jun 30, 2024
MAN GROUP PLC	0.36%	0.14%	271,065	233,949	630.32%	54,538,278	Jun 30, 2024
HSBC HOLDINGS PLC	0.69%	0.06%	519,124	223,422	75.56%	104,178,854	Jun 30, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC	1.26%	1.17%	950,216	218,565	29.87%	191,183,459	Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.32%	0.18%	241,247	216,908	891.20%	48,538,896	Jun 30, 2024
INVESCO LTD.	2.01%	0.06%	1,520,993	183,764	13.74%	306,023,791	Jun 30, 2024
AMUNDI	1.95%	0.11%	1,475,387	179,542	13.86%	292,298,247	Jun 30, 2024
WEITZ INVESTMENT MANAGEMENT, INC.	0.31%	2.51%	237,400	170,500	254.86%	47,764,880	Jun 30, 2024
D. E. SHAW & CO., INC.	0.26%	0.04%	198,170	141,064	247.02%	39,871,804	Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC	0.86%	0.04%	648,387	132,412	25.66%	130,455,461	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.18%	0.01%	138,744	130,292	1541.55%	27,915,293	Jun 30, 2024
	0.16%	0.71%	123,643	123,643	100.00%	24,876,718	Jun 30, 2024
BLACKROCK INC.	8.19%	0.03%	6,199,248	115,196	1.89%	1,247,288,605	Jun 30, 2024
TWO SIGMA INVESTMENTS, LP	0.49%	0.17%	368,294	107,146	41.03%	74,100,753	Jun 30, 2024
ENSEMBLE CAPITAL MANAGEMENT, LLC	0.34%	3.99%	254,847	86,144	51.06%	51,275,216	Jun 30, 2024

As of Jun 30 2024, IDEX's largest institutional buyer is NORGES BANK. The company purchased 930.61K stocks of IEX, valued at $187.24M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PRICE T ROWE ASSOCIATES INC /MD/	7.47%	0.14%	5,651,411	-2,313,545	-29.05%	1,137,065,000	Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP	1.79%	0.05%	1,358,473	-600,282	-30.65%	273,324,767	Jun 30, 2024
BROWN ADVISORY INC	0.69%	0.14%	518,562	-354,492	-40.60%	104,334,726	Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.01%	0.01%	6,630	-348,316	-98.13%	1,326,995	Jun 30, 2024
JPMORGAN CHASE & CO	1.05%	0.01%	798,454	-307,538	-27.81%	160,649,093	Jun 30, 2024
FMR LLC	0.34%	0.00%	256,532	-250,452	-49.40%	51,614,147	Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH	0.25%	0.06%	190,831	-139,750	-42.27%	38,395,197	Jun 30, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.	0.07%	0.02%	52,586	-139,600	-72.64%	10,580,303	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	-	-	-	-118,331	-100.00%	-	Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.	0.07%	0.02%	53,193	-99,408	-65.14%	10,702,432	Jun 30, 2024
AMERIPRISE FINANCIAL INC	0.31%	0.01%	236,640	-97,723	-29.23%	47,611,919	Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA	2.11%	0.37%	1,595,782	-70,215	-4.21%	321,050,319	Jun 30, 2024
ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0.07%	0.03%	50,622	-68,058	-57.35%	10,185,146,000	Jun 30, 2024
FRED ALGER MANAGEMENT, LLC	-	-	-	-67,810	-100.00%	-	Jun 30, 2024
JANNEY MONTGOMERY SCOTT LLC	0.00%	0.00%	2,614	-53,711	-95.36%	526,000	Jun 30, 2024
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID	0.32%	3.61%	240,845	-43,536	-15.31%	48,458,028	Jun 30, 2024
SG CAPITAL MANAGEMENT LLC	0.00%	0.08%	2,475	-42,029	-94.44%	497,970	Jun 30, 2024
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.31%	0.12%	233,939	-39,346	-14.40%	47,069,000	Jun 30, 2024
DUPONT CAPITAL MANAGEMENT CORP	-	-	-	-37,007	-100.00%	-	Jun 30, 2024
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.31%	0.03%	235,751	-34,507	-12.77%	47,433,101	Jun 30, 2024

As of Jun 30 2024, IDEX's biggest institutional seller is PRICE T ROWE ASSOCIATES INC /MD/. The company sold -2.31M shares of IEX, valued at $1.14B.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORGES BANK	1.23%	0.03%	930,609	930,609	100.00%	187,238,531	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.65%	0.23%	489,815	489,815	100.00%	98,550,692	Jun 30, 2024
	0.16%	0.71%	123,643	123,643	100.00%	24,876,718	Jun 30, 2024
DISTILLATE CAPITAL PARTNERS LLC	0.09%	0.72%	67,790	67,790	100.00%	13,639,348	Jun 30, 2024
TWINBEECH CAPITAL LP	0.06%	0.18%	45,310	45,310	100.00%	9,116,372	Jun 30, 2024
	0.06%	4.38%	41,950	41,950	100.00%	7,876,123	Jun 30, 2024
TWIN TREE MANAGEMENT, LP	0.04%	0.02%	33,800	33,800	100.00%	6,800,560	Jun 30, 2024
LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD	0.03%	0.25%	26,031	26,031	100.00%	5,237,437	Jun 30, 2024
MAGNETAR FINANCIAL LLC	0.03%	0.10%	23,313	23,313	100.00%	4,690,576	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.03%	0.02%	19,340	19,340	100.00%	3,891,208	Jun 30, 2024
MUFG SECURITIES EMEA PLC	0.02%	0.15%	17,799	17,799	100.00%	3,581,360	Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)	0.02%	0.04%	17,218	17,218	100.00%	3,464,000	Jun 30, 2024
TWIN TREE MANAGEMENT, LP	0.02%	0.01%	15,900	15,900	100.00%	3,199,080	Jun 30, 2024
ENGINEERS GATE MANAGER LP	0.02%	0.07%	14,455	14,455	100.00%	2,908,346	Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.02%	0.02%	13,271	13,271	100.00%	2,670,000	Jun 30, 2024
USS INVESTMENT MANAGEMENT LTD	0.02%	0.02%	13,170	13,170	100.00%	2,649,080	Jun 30, 2024
J. SAFRA SARASIN HOLDING AG	0.02%	0.05%	12,388	12,388	100.00%	2,492,465	Jun 30, 2024
UBS GROUP AG	0.02%	0.00%	12,340	12,340	100.00%	2,482,808	Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD	0.01%	0.12%	11,208	11,208	100.00%	2,255,050	Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.01%	0.01%	10,200	10,200	100.00%	2,052,240	Jun 30, 2024
PEARL RIVER CAPITAL, LLC	0.01%	0.25%	7,769	7,769	100.00%	1,563,123	Jun 30, 2024
SEVEN EIGHT CAPITAL, LP	0.01%	0.15%	7,373	7,373	100.00%	1,483,448	Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.	0.01%	0.03%	7,001	7,001	100.00%	1,408,601	Jun 30, 2024
WORLDQUANT MILLENNIUM ADVISORS LLC	0.01%	0.01%	6,645	6,645	100.00%	1,336,974	Jun 30, 2024
IA GLOBAL ASSET MANAGEMENT INC.	0.01%	0.01%	6,555	6,555	100.00%	1,319,000	Jun 30, 2024
MIZUHO SECURITIES USA LLC	0.01%	0.03%	5,840	5,840	100.00%	1,175,008	Jun 30, 2024
MBB PUBLIC MARKETS I LLC	0.01%	0.02%	4,385	4,385	100.00%	882,262	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	0.01%	0.01%	4,100	4,100	100.00%	824,920	Jun 30, 2024
OCCUDO QUANTITATIVE STRATEGIES LP	0.01%	0.14%	4,063	4,063	100.00%	817,476	Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.01%	0.09%	3,764	3,764	100.00%	758,000	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	0.00%	0.00%	3,600	3,600	100.00%	724,320	Jun 30, 2024
BLUESHIFT ASSET MANAGEMENT, LLC	0.00%	0.23%	3,335	3,335	100.00%	671,002	Jun 30, 2024
MQS MANAGEMENT LLC	0.00%	0.39%	3,234	3,234	100.00%	650,681	Jun 30, 2024
BRIDGEFRONT CAPITAL, LLC	0.00%	0.22%	2,647	2,647	100.00%	532,576	Jun 30, 2024
XTX TOPCO LTD	0.00%	0.04%	2,110	2,110	100.00%	424,532	Jun 30, 2024
BLACKSTON FINANCIAL ADVISORY GROUP, LLC	0.00%	0.19%	1,686	1,686	100.00%	339,246	Jun 30, 2024
STEVENS CAPITAL MANAGEMENT LP	0.00%	0.11%	1,601	1,601	100.00%	322,000	Jun 30, 2024
RESOURCES INVESTMENT ADVISORS, LLC.	0.00%	0.00%	1,542	1,542	100.00%	310,250	Jun 30, 2024
BRIDGEWATER ASSOCIATES, LP	0.00%	0.00%	1,481	1,481	100.00%	297,977	Jun 30, 2024
ARGENT TRUST CO	0.00%	0.01%	1,461	1,461	100.00%	293,953	Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.	0.00%	0.00%	1,459	1,459	100.00%	293,464	Jun 30, 2024
ONTARIO TEACHERS PENSION PLAN BOARD	0.00%	0.00%	1,439	1,439	100.00%	289,527	Jun 30, 2024
WALLEYE CAPITAL LLC	0.00%	0.00%	1,200	1,200	100.00%	241,440	Jun 30, 2024
FRANK, RIMERMAN ADVISORS LLC	0.00%	0.01%	1,046	1,046	100.00%	210,455	Jun 30, 2024
THOROUGHBRED FINANCIAL SERVICES, LLC	0.00%	0.01%	1,001	1,001	100.00%	201,000	Jun 30, 2024
WALLEYE CAPITAL LLC	0.00%	0.00%	700	700	100.00%	140,840	Jun 30, 2024
CAPSTONE INVESTMENT ADVISORS, LLC	0.00%	0.00%	300	300	100.00%	60,360	Jun 30, 2024
MASCOMA WEALTH MANAGEMENT LLC	0.00%	0.01%	253	253	100.00%	50,904	Jun 30, 2024
	0.00%	0.01%	125	125	100.00%	25,150	Jun 30, 2024
INNEALTA CAPITAL, LLC	0.00%	0.01%	97	97	100.00%	19,517	Jun 30, 2024
JOHNSON FINANCIAL GROUP, INC.	0.00%	0.00%	89	89	100.00%	17,907	Jun 30, 2024
OPAL WEALTH ADVISORS, LLC	0.00%	0.01%	77	77	100.00%	15,440	Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC	0.00%	0.00%	43	43	100.00%	8,652	Jun 30, 2024
SEMMAX FINANCIAL ADVISORS INC.	-	0.00%	32	32	100.00%	6,242	Jun 30, 2024
FINTRUST CAPITAL ADVISORS, LLC	-	0.00%	24	24	100.00%	4,829	Jun 30, 2024
ROTHSCHILD INVESTMENT LLC	-	0.00%	23	23	100.00%	4,628	Jun 30, 2024
CREEKMUR ASSET MANAGEMENT LLC	-	0.00%	7	7	100.00%	1,408	Jun 30, 2024
FAIRWAY WEALTH LLC	-	0.00%	7	7	100.00%	1,408	Jun 30, 2024
CORECAP ADVISORS, LLC	-	-	2	2	100.00%	402	Jun 30, 2024

IDEX's largest new institutional shareholder by number of shares is NORGES BANK, purchased 930.61K shares, valued at $187.24M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BALYASNY ASSET MANAGEMENT L.P.	-	-	-	-118,331	-100.00%	-	Jun 30, 2024
FRED ALGER MANAGEMENT, LLC	-	-	-	-67,810	-100.00%	-	Jun 30, 2024
DUPONT CAPITAL MANAGEMENT CORP	-	-	-	-37,007	-100.00%	-	Jun 30, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.	-	-	-	-26,600	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-19,829	-100.00%	-	Jun 30, 2024
PETERSON FINANCIAL GROUP, INC.	-	-	-	-15,369	-100.00%	-	Jun 30, 2024
ROCKEFELLER CAPITAL MANAGEMENT L.P.	-	-	-	-11,280	-100.00%	-	Jun 30, 2024
LLOYD ADVISORY SERVICES, LLC.	-	-	-	-8,800	-100.00%	-	Jun 30, 2024
MARSHALL FINANCIAL GROUP LLC	-	-	-	-4,359	-100.00%	-	Jun 30, 2024
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA	-	-	-	-3,889	-100.00%	-	Jun 30, 2024
HRT FINANCIAL LP	-	-	-	-3,597	-100.00%	-	Jun 30, 2024
INCEPTIONR LLC	-	-	-	-3,400	-100.00%	-	Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY	-	-	-	-3,050	-100.00%	-	Jun 30, 2024
SRB CORP	-	-	-	-3,006	-100.00%	-	Jun 30, 2024
ALBERTA INVESTMENT MANAGEMENT CORP	-	-	-	-2,900	-100.00%	-	Jun 30, 2024
POINT72 HONG KONG LTD	-	-	-	-2,792	-100.00%	-	Jun 30, 2024
WARATAH CAPITAL ADVISORS LTD.	-	-	-	-2,563	-100.00%	-	Jun 30, 2024
ARTEMIS INVESTMENT MANAGEMENT LLP	-	-	-	-2,277	-100.00%	-	Jun 30, 2024
BECK MACK & OLIVER LLC	-	-	-	-2,250	-100.00%	-	Jun 30, 2024
KESTRA ADVISORY SERVICES, LLC	-	-	-	-2,217	-100.00%	-	Jun 30, 2024
NORDEN GROUP LLC	-	-	-	-1,938	-100.00%	-	Jun 30, 2024
VIRTU FINANCIAL LLC	-	-	-	-1,921	-100.00%	-	Jun 30, 2024
BANQUE CANTONALE VAUDOISE	-	-	-	-1,628	-100.00%	-	Jun 30, 2024
KESTRA PRIVATE WEALTH SERVICES, LLC	-	-	-	-1,549	-100.00%	-	Jun 30, 2024
EMPIRICAL ASSET MANAGEMENT, LLC	-	-	-	-1,497	-100.00%	-	Jun 30, 2024
LINCOLN NATIONAL CORP	-	-	-	-1,435	-100.00%	-	Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.	-	-	-	-1,400	-100.00%	-	Jun 30, 2024
OUTLOOK WEALTH ADVISORS, LLC	-	-	-	-1,250	-100.00%	-	Jun 30, 2024
OLD NATIONAL BANCORP /IN/	-	-	-	-1,180	-100.00%	-	Jun 30, 2024
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	-	-	-	-1,150	-100.00%	-	Jun 30, 2024
POINT72 (DIFC) LTD	-	-	-	-1,127	-100.00%	-	Jun 30, 2024
HILLTOP HOLDINGS INC.	-	-	-	-1,126	-100.00%	-	Jun 30, 2024
GREENLEAF TRUST	-	-	-	-1,120	-100.00%	-	Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO	-	-	-	-1,115	-100.00%	-	Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP	-	-	-	-1,110	-100.00%	-	Jun 30, 2024
HBK SORCE ADVISORY LLC	-	-	-	-1,075	-100.00%	-	Jun 30, 2024
VOYA FINANCIAL ADVISORS, INC.	-	-	-	-1,005	-100.00%	-	Jun 30, 2024
LAKE STREET ADVISORS GROUP, LLC	-	-	-	-996	-100.00%	-	Jun 30, 2024
BLUEPATH CAPITAL MANAGEMENT, LLC	-	-	-	-996	-100.00%	-	Jun 30, 2024
GRANDFIELD & DODD, LLC	-	-	-	-982	-100.00%	-	Jun 30, 2024
ETHIC INC.	-	-	-	-981	-100.00%	-	Jun 30, 2024
NEOS INVESTMENT MANAGEMENT LLC	-	-	-	-972	-100.00%	-	Jun 30, 2024
WEDMONT PRIVATE CAPITAL	-	-	-	-966	-100.00%	-	Jun 30, 2024
SVB WEALTH LLC	-	-	-	-938	-100.00%	-	Jun 30, 2024
MORNINGSTAR INVESTMENT MANAGEMENT LLC	-	-	-	-924	-100.00%	-	Jun 30, 2024
HARVEY CAPITAL MANAGEMENT INC	-	-	-	-900	-100.00%	-	Jun 30, 2024
CADENT CAPITAL ADVISORS, LLC	-	-	-	-867	-100.00%	-	Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC	-	-	-	-827	-100.00%	-	Jun 30, 2024
BALLENTINE PARTNERS, LLC	-	-	-	-824	-100.00%	-	Jun 30, 2024
PARADIGM ASSET MANAGEMENT CO LLC	-	-	-	-800	-100.00%	-	Jun 30, 2024
FIDELIS CAPITAL PARTNERS, LLC	-	-	-	-649	-100.00%	-	Jun 30, 2024
WALLEYE TRADING LLC	-	-	-	-300	-100.00%	-	Jun 30, 2024
STEPH & CO	-	-	-	-74	-100.00%	-	Jun 30, 2024
SOUND INCOME STRATEGIES, LLC	-	-	-	-12	-100.00%	-	Jun 30, 2024
HEXAGON CAPITAL PARTNERS LLC	-	-	-	-11	-100.00%	-	Jun 30, 2024
JACKSON, GRANT INVESTMENT ADVISERS, INC.	-	-	-	-7	-100.00%	-	Jun 30, 2024
SACHETTA, LLC	-	-	-	-6	-100.00%	-	Jun 30, 2024
ASSETMARK, INC	-	-	-	-1	-100.00%	-	Jun 30, 2024
TFO-TDC, LLC	-	-	-	-1	-100.00%	-	Jun 30, 2024

IDEX's largest sold out institutional shareholder by shares sold is BALYASNY ASSET MANAGEMENT L.P., sold -0.12M shares, valued at -, as of undefined.

IDEX Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Papp Investment Trust	0.85%	11,000	-	-	Feb 29, 2024
BBR ALO Fund, LLC	0.58%	62,000	-	-	Dec 31, 2023
T. Rowe Price New Horizons Fund, Inc.	0.56%	2,785,142	-20,737	-0.74%	Mar 31, 2024
BLACKROCK SUSTAINABLE BALANCED FUND, INC.	0.48%	3,500,000	-	-	Feb 29, 2024
FENIMORE ASSET MANAGEMENT TRUST	0.44%	542,330	-	-	Dec 31, 2023
T. Rowe Price U.S. Large-Cap Core Fund, Inc.	0.35%	604,491	38,155	6.74%	Mar 31, 2024
THOMPSON IM FUNDS INC	0.32%	4,990,000	-	-	Feb 29, 2024
RIVERPARK FUNDS TRUST	0.26%	2,172,186	-	-	Dec 31, 2023
Homestead Funds Trust	0.25%	360,000	-	-	Mar 31, 2024
Value Line Select Growth Fund, Inc.	0.24%	26,850	-	-	Mar 31, 2024
GABELLI ASSET FUND	0.22%	78,050	-2,500	-3.10%	Dec 29, 2023
HSBC FUNDS	0.19%	6,290	-	-	Jan 31, 2024
Brown Advisory Funds	0.16%	6,085,000	-	-	Mar 31, 2024
Voya VARIABLE PRODUCTS TRUST	0.15%	54,938	-	-	Mar 31, 2024
NICHOLAS II, INC	0.15%	70,000	-	-	Dec 31, 2023
T. Rowe Price Value Fund, Inc.	0.15%	748,572	-2,048	-0.27%	Mar 31, 2024
T. Rowe Price All-Cap Opportunities Fund, Inc.	0.15%	269,736	96,500	55.70%	Mar 31, 2024
ALGER FUNDS II	0.13%	30,000	30,000	-	Jan 31, 2024
Mairs & Power Funds Trust	0.13%	500,000	-	-	Mar 31, 2022
PIONEER SERIES TRUST XII	0.12%	90,699	4,000	4.61%	Feb 29, 2024
JP MORGAN FLEMING MUTUAL FUND GROUP INC	0.12%	572,240	-11,014	-1.89%	Dec 31, 2023
LIBERTY ALL STAR GROWTH FUND INC.	0.11%	14,000	-	-	Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS	0.10%	52,158	-	-	Mar 31, 2024
GABELLI EQUITY TRUST INC	0.10%	121,000	-4,000	-3.20%	Dec 29, 2023
PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC.	0.09%	182,648	-	-	Feb 29, 2024
FIDELITY MAGELLAN FUND	0.09%	710,253	-	-	Mar 31, 2024
FIDELITY TREND FUND	0.08%	48,900	-	-	Mar 31, 2024
AB DISCOVERY GROWTH FUND, INC.	0.07%	110,119	-	-	Jan 31, 2024
GABELLI CAPITAL SERIES FUNDS INC	0.07%	2,200	-	-	Dec 29, 2023
EATON VANCE GROWTH TRUST	0.07%	787,756	-	-	Mar 31, 2024
T. Rowe Price U.S. Equity Research Fund, Inc.	0.06%	74,055	21,291	40.35%	Mar 31, 2024
GROWTH FUND OF AMERICA	0.06%	1,391,877	-	-	Feb 29, 2024
Vanguard Montgomery Funds	0.06%	13,301	-	-	Mar 31, 2024
CLEARWATER INVESTMENT TRUST	0.05%	524,752	-	-	Mar 28, 2024
T. Rowe Price Mid-Cap Growth Fund, Inc.	0.05%	821,500	-1,400	-0.17%	Mar 31, 2024
MASTER LARGE CAP SERIES LLC	0.05%	42,900	-	-	Mar 31, 2022
Master Investment Portfolio II	0.05%	2,189,000	-	-	Mar 31, 2024
DRIEHAUS MUTUAL FUNDS	0.04%	382,339	-	-	Mar 28, 2024
GABELLI EQUITY SERIES FUNDS INC	0.04%	33,000	-500	-1.49%	Dec 29, 2023
WANGER ADVISORS TRUST	0.04%	22,242	-	-	Mar 31, 2024
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	0.04%	287,760	-53,000	-15.55%	Mar 31, 2024
REYNOLDS FUNDS INC	0.04%	450	-	-	Mar 31, 2024
COLUMBIA ACORN TRUST	0.04%	118,263	-	-	Mar 31, 2024
Reality Shares ETF Trust	0.03%	6,846	1,615	30.87%	Oct 30, 2020
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS)	0.03%	2,885,000	-	-	Feb 29, 2024
SCHRODER GLOBAL SERIES TRUST	0.03%	67	-1,315	-95.15%	Jan 31, 2021
HARTFORD HLS SERIES FUND II INC	0.03%	8,056	-	-	Dec 31, 2023
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)	0.03%	7,292,000	-	-	Feb 29, 2024
OSI ETF Trust	0.03%	5,188	-	-	Mar 31, 2022
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.	0.03%	10,375	-	-	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI	0.03%	158,717	44,618	39.10%	Mar 31, 2024
AB LARGE CAP GROWTH FUND INC	0.03%	370,259	-	-	Jan 31, 2024
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST	0.03%	1,230,000	-	-	Jan 31, 2024
BOSTON TRUST WALDEN FUNDS	0.03%	73,691	4,529	6.55%	Mar 28, 2024
FIRST TRUST EXCHANGE-TRADED FUND	0.03%	268,034	16,110	6.39%	Mar 31, 2024
Collaborative Investment Series Trust	0.03%	4,079	-	-	Mar 31, 2024
VANGUARD EXPLORER FUND	0.03%	313,580	-	-	Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III	0.02%	193,294	-	-	Mar 31, 2024
SYNTAX ETF TRUST	0.02%	745	-112	-13.07%	Mar 31, 2024
Index Funds	0.02%	197	-3	-1.50%	Mar 31, 2024
SPDR S&P 500 ETF TRUST	0.02%	914,927	-19,665	-2.10%	Mar 31, 2024
Guggenheim Enhanced Equity Income Fund	0.02%	3,894	111	2.93%	Sep 30, 2021
ADVISORS SERIES TRUST	0.02%	1,000,000	-	-	Feb 29, 2024
AMCAP FUND	0.02%	169,955	-	-	Feb 29, 2024
FRANKLIN STRATEGIC SERIES	0.02%	167,100	11,100	7.12%	Jan 31, 2024
BAIRD FUNDS INC	0.02%	22,132,000	-	-	Mar 31, 2024
Principal Diversified Select Real Asset Fund	0.02%	852	-	-	Mar 31, 2024
TOCQUEVILLE TRUST	0.02%	2,500	-	-	Jan 31, 2024
PROFESSIONALLY MANAGED PORTFOLIOS	0.02%	1,325,000	-	-	Feb 29, 2024
VANGUARD INDEX FUNDS	0.02%	7,514,255	45,599	0.61%	Mar 31, 2024
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST	0.02%	32,600	-	-	Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.02%	544,340	-7,081	-1.28%	Mar 31, 2024
Engine No. 1 ETF Trust	0.02%	1,049	-67	-6.00%	Jan 31, 2024
MASTER ADVANTAGE SMID CAP LLC	0.02%	2,106	-	-	Dec 31, 2020
T. Rowe Price Equity Series, Inc.	0.02%	27,135	4,212	18.37%	Mar 31, 2024
SARATOGA ADVANTAGE TRUST	0.02%	990	-	-	Feb 29, 2024
T. Rowe Price Equity Funds, Inc.	0.01%	157,673	600	0.38%	Mar 31, 2024
Calvert Responsible Index Series, Inc.	0.01%	23,205	-2,442	-9.52%	Mar 31, 2024
PROFESSIONALLY MANAGED PORTFOLIOS	0.01%	1,025,000	-	-	Feb 29, 2024
PAX WORLD FUNDS SERIES TRUST I	0.01%	272,393	-2,737	-0.99%	Mar 31, 2024
VALUE LINE FUNDS VARIABLE TRUST	0.01%	10,500	-	-	Mar 31, 2022
Monteagle Funds	0.01%	500	-	-	Feb 29, 2024
CALVERT SOCIAL INVESTMENT FUND	0.01%	495,526	-24,303	-4.68%	Mar 31, 2024
Nuveen Core Equity Alpha Fund	0.01%	744	-	-	Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST	0.01%	875,692	106,813	13.89%	Jan 31, 2024
WASHINGTON MUTUAL INVESTORS FUND	0.01%	208,600	-	-	Jan 31, 2024
SCHWAB ANNUITY PORTFOLIOS	0.01%	3,735	151	4.21%	Mar 31, 2024
VALUE LINE CENTURION FUND INC	0.01%	3,000	-	-	Mar 31, 2022
VANGUARD QUANTITATIVE FUNDS	0.01%	47,725	-	-	Mar 31, 2024
SELECT SECTOR SPDR TRUST	0.01%	355,398	25,989	7.89%	Mar 31, 2024
DEUTSCHE DWS INSTITUTIONAL FUNDS	0.01%	3,067	-	-	Mar 31, 2024
RMB INVESTORS TRUST	0.01%	4,928	-	-	Dec 31, 2023
Global X Funds	0.01%	399,334	21,640	5.73%	Feb 29, 2024
TIAA SEPARATE ACCOUNT VA 1	0.01%	1,974	-	-	Mar 31, 2024
NATIONWIDE MUTUAL FUNDS	0.01%	1,160,000	-	-	Jan 31, 2024
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS)	0.01%	172,341	-	-	Jan 31, 2024
VANGUARD HORIZON FUNDS	0.01%	194,070	-	-	Mar 31, 2024
SIT MUTUAL FUNDS INC	0.01%	3,000	-	-	Mar 28, 2024
BUFFALO FUNDS	0.01%	53,688	-	-	Mar 31, 2024
BLACKROCK ADVANTAGE GLOBAL FUND, INC.	0.01%	2,378	-	-	Mar 31, 2024

IDEX's largest mutual fund holder by % of total assets is "Papp Investment Trust", owning 11.00K shares, compromising 0.85% of its total assets.

IDEX Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	307	-50.40%
31 Mar, 24	619	0.98%
31 Dec, 23	613	0.49%
30 Sep, 23	610	-3.48%
30 Jun, 23	632	3.10%
31 Mar, 23	613	0.16%
31 Dec, 22	612	11.07%
30 Sep, 22	551	-1.61%
30 Jun, 22	560	-2.27%
31 Mar, 22	573	-2.39%
31 Dec, 21	587	7.71%
30 Sep, 21	545	-0.55%
30 Jun, 21	548	1.67%
31 Mar, 21	539	-2.36%
31 Dec, 20	552	10.62%
30 Sep, 20	499	-
30 Jun, 20	499	1.22%
31 Mar, 20	493	3.79%
31 Dec, 19	475	1.50%
30 Sep, 19	468	8.08%
30 Jun, 19	433	0.23%
31 Mar, 19	432	1.89%
31 Dec, 18	424	-3.85%
30 Sep, 18	441	5.00%
30 Jun, 18	420	0.72%
31 Mar, 18	417	4.77%
31 Dec, 17	398	10.86%
30 Sep, 17	359	7.49%
30 Jun, 17	334	8.44%
31 Mar, 17	308	-6.10%
31 Dec, 16	328	3.80%
30 Sep, 16	316	-1.56%
30 Jun, 16	321	4.90%
31 Mar, 16	306	1.32%
31 Dec, 15	302	7.47%
30 Sep, 15	281	1.44%
30 Jun, 15	277	-4.15%
31 Mar, 15	289	-2.03%
31 Dec, 14	295	-3.91%
30 Sep, 14	307	4.07%
30 Jun, 14	295	-7.23%
31 Mar, 14	318	3.25%
31 Dec, 13	308	7.32%
30 Sep, 13	287	5.51%
30 Jun, 13	272	138.60%
31 Mar, 13	114	4.59%
31 Dec, 12	109	1.87%
30 Sep, 12	107	-1.83%
30 Jun, 12	109	1.87%
31 Mar, 12	107	-
31 Dec, 11	107	8.08%
30 Sep, 11	99	5.32%
30 Jun, 11	94	14.63%
31 Mar, 11	82	-3.53%
31 Dec, 10	85	3.66%
30 Sep, 10	82	6.49%
30 Jun, 10	77	-1.28%
31 Mar, 10	78	20.00%
31 Dec, 09	65	-
30 Sep, 09	65	-4.41%
30 Jun, 09	68	-
31 Mar, 09	68	4.62%
31 Dec, 08	65	-9.72%
30 Sep, 08	72	10.77%
30 Jun, 08	65	-2.99%
31 Mar, 08	67	4.69%
31 Dec, 07	64	-1.54%
30 Sep, 07	65	10.17%
30 Jun, 07	59	1.72%
31 Mar, 07	58	-1.69%
31 Dec, 06	59	25.53%
30 Sep, 06	47	4.44%
30 Jun, 06	45	-15.09%
31 Mar, 06	53	17.78%
31 Dec, 05	45	2.27%
30 Sep, 05	44	-13.73%
30 Jun, 05	51	6.25%
31 Mar, 05	48	23.08%
31 Dec, 04	39	-2.50%
30 Sep, 04	40	8.11%
30 Jun, 04	37	-5.13%
31 Mar, 04	39	30.00%
31 Dec, 03	30	15.38%
30 Sep, 03	26	4.00%
30 Jun, 03	25	-
31 Mar, 03	25	8.70%
31 Dec, 02	23	15.00%
30 Sep, 02	20	-16.67%
30 Jun, 02	24	26.32%
31 Mar, 02	19	46.15%
31 Dec, 01	13	-18.75%
30 Sep, 01	16	-
30 Jun, 01	16	-5.88%
31 Mar, 01	17	21.43%
31 Dec, 00	14	7.69%
30 Sep, 00	13	-13.33%
30 Jun, 00	15	-
31 Mar, 00	15	7.14%
31 Dec, 99	14	16.67%
30 Sep, 99	12	-
30 Jun, 99	12	20.00%
31 Mar, 99	10	-

As of 30 Jun 24, 307 institutions are holding IDEX's shares, representing a decrease of -50.40% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	12,820,248	-82.23%
31 Mar, 24	72,137,629	-2.43%
31 Dec, 23	73,932,493	1.59%
30 Sep, 23	72,773,061	1.50%
30 Jun, 23	71,700,068	-2.64%
31 Mar, 23	73,645,553	-0.52%
31 Dec, 22	74,031,117	0.33%
30 Sep, 22	73,786,133	1.82%
30 Jun, 22	72,468,827	-2.01%
31 Mar, 22	73,958,097	0.52%
31 Dec, 21	73,576,329	-2.19%
30 Sep, 21	75,227,228	0.39%
30 Jun, 21	74,937,665	0.94%
31 Mar, 21	74,239,370	1.18%
31 Dec, 20	73,373,673	-0.37%
30 Sep, 20	73,645,491	-1.29%
30 Jun, 20	74,605,764	2.71%
31 Mar, 20	72,635,916	-1.92%
31 Dec, 19	74,059,816	-0.92%
30 Sep, 19	74,749,104	2.26%
30 Jun, 19	73,095,261	0.93%
31 Mar, 19	72,418,947	1.28%
31 Dec, 18	71,500,453	-2.28%
30 Sep, 18	73,167,142	-0.56%
30 Jun, 18	73,581,715	-0.53%
31 Mar, 18	73,970,863	0.31%
31 Dec, 17	73,745,185	-1.20%
30 Sep, 17	74,637,479	-1.57%
30 Jun, 17	75,829,082	1.69%
31 Mar, 17	74,569,930	-0.14%
31 Dec, 16	74,676,278	-0.20%
30 Sep, 16	74,826,633	-0.08%
30 Jun, 16	74,888,109	-1.04%
31 Mar, 16	75,675,869	-0.88%
31 Dec, 15	76,350,230	-10.36%
30 Sep, 15	85,171,175	10.99%
30 Jun, 15	76,734,471	0.68%
31 Mar, 15	76,215,427	-1.20%
31 Dec, 14	77,141,930	-0.26%
30 Sep, 14	77,346,030	-1.32%
30 Jun, 14	78,380,172	-1.06%
31 Mar, 14	79,220,356	-2.19%
31 Dec, 13	80,996,104	-0.05%
30 Sep, 13	81,039,327	2.97%
30 Jun, 13	78,700,235	109.04%
31 Mar, 13	37,647,866	4.63%
31 Dec, 12	35,981,930	-4.41%
30 Sep, 12	37,641,247	-9.65%
30 Jun, 12	41,660,210	7.82%
31 Mar, 12	38,637,226	-8.78%
31 Dec, 11	42,355,041	10.38%
30 Sep, 11	38,371,027	-8.10%
30 Jun, 11	41,751,010	1.66%
31 Mar, 11	41,070,037	7.75%
31 Dec, 10	38,116,196	0.82%
30 Sep, 10	37,807,487	5.19%
30 Jun, 10	35,943,282	-0.21%
31 Mar, 10	36,018,756	14.58%
31 Dec, 09	31,435,738	-4.09%
30 Sep, 09	32,775,264	16.91%
30 Jun, 09	28,035,718	-5.88%
31 Mar, 09	29,787,995	-4.69%
31 Dec, 08	31,254,362	1.28%
30 Sep, 08	30,860,485	3.40%
30 Jun, 08	29,845,838	5.77%
31 Mar, 08	28,217,200	-12.79%
31 Dec, 07	32,355,849	-3.99%
30 Sep, 07	33,699,934	67.22%
30 Jun, 07	20,153,637	145.14%
31 Mar, 07	8,221,257	-58.46%
31 Dec, 06	19,792,521	6.58%
30 Sep, 06	18,570,063	1.68%
30 Jun, 06	18,263,497	-3.30%
31 Mar, 06	18,887,352	-6.87%
31 Dec, 05	20,281,360	-5.62%
30 Sep, 05	21,488,053	-4.07%
30 Jun, 05	22,399,679	2.44%
31 Mar, 05	21,867,054	3.53%
31 Dec, 04	21,121,258	2.00%
30 Sep, 04	20,706,729	-2.71%
30 Jun, 04	21,283,862	68.97%
31 Mar, 04	12,596,365	158.21%
31 Dec, 03	4,878,295	-9.59%
30 Sep, 03	5,395,616	26.96%
30 Jun, 03	4,249,735	-15.48%
31 Mar, 03	5,028,314	12.92%
31 Dec, 02	4,453,119	120.63%
30 Sep, 02	2,018,382	-28.22%
30 Jun, 02	2,811,922	-22.22%
31 Mar, 02	3,615,061	31.01%
31 Dec, 01	2,759,277	18.73%
30 Sep, 01	2,324,027	-29.13%
30 Jun, 01	3,279,330	19.19%
31 Mar, 01	2,751,321	-6.21%
31 Dec, 00	2,933,402	21.19%
30 Sep, 00	2,420,531	-25.73%
30 Jun, 00	3,259,227	19.45%
31 Mar, 00	2,728,461	-50.31%
31 Dec, 99	5,491,375	53.84%
30 Sep, 99	3,569,623	-6.03%
30 Jun, 99	3,798,849	-0.25%
31 Mar, 99	3,808,270	-

IDEX (IEX) has 12.82M shares outstanding as of 30 Jun 24, down -82.23% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	16.94%	0.19%
31 Mar, 24	95.29%	1.00%
31 Dec, 23	97.79%	1.06%
30 Sep, 23	96.26%	1.07%
30 Jun, 23	94.84%	1.00%
31 Mar, 23	97.41%	1.02%
31 Dec, 22	97.80%	1.02%
30 Sep, 22	97.86%	1.07%
30 Jun, 22	95.61%	1.01%
31 Mar, 22	97.19%	1.04%
31 Dec, 21	96.81%	0.99%
30 Sep, 21	98.98%	1.02%
30 Jun, 21	98.60%	1.03%
31 Mar, 21	97.81%	1.04%
31 Dec, 20	96.87%	1.01%
30 Sep, 20	97.74%	0.99%
30 Jun, 20	99.25%	1.08%
31 Mar, 20	95.90%	1.00%
31 Dec, 19	97.73%	1.00%
30 Sep, 19	98.75%	1.05%
30 Jun, 19	96.87%	1.05%
31 Mar, 19	95.99%	1.10%
31 Dec, 18	93.57%	1.02%
30 Sep, 18	95.57%	1.03%
30 Jun, 18	96.14%	1.03%
31 Mar, 18	96.80%	1.04%
31 Dec, 17	96.67%	1.01%
30 Sep, 17	97.81%	0.99%
30 Jun, 17	99.49%	1.04%
31 Mar, 17	97.97%	1.01%
31 Dec, 16	98.32%	1.01%
30 Sep, 16	98.69%	1.01%
30 Jun, 16	98.94%	0.99%
31 Mar, 16	99.90%	0.98%
31 Dec, 15	100.79%	0.82%
30 Sep, 15	110.86%	1.13%
30 Jun, 15	99.06%	1.04%
31 Mar, 15	97.72%	1.00%
31 Dec, 14	98.91%	1.05%
30 Sep, 14	97.22%	1.02%
30 Jun, 14	97.85%	1.01%
31 Mar, 14	98.38%	1.00%
31 Dec, 13	99.36%	1.00%
30 Sep, 13	99.73%	1.08%
30 Jun, 13	96.18%	4.58%
31 Mar, 13	45.80%	2.38%
31 Dec, 12	43.91%	2.11%
30 Sep, 12	45.64%	1.82%
30 Jun, 12	50.08%	2.30%
31 Mar, 12	46.66%	1.77%
31 Dec, 11	51.28%	2.36%
30 Sep, 11	46.57%	1.80%
30 Jun, 11	50.82%	2.00%
31 Mar, 11	50.44%	2.25%
31 Dec, 10	47.37%	2.15%
30 Sep, 10	46.96%	2.35%
30 Jun, 10	44.72%	2.21%
31 Mar, 10	44.98%	2.89%
31 Dec, 09	39.43%	2.33%
30 Sep, 09	41.10%	3.32%
30 Jun, 09	35.19%	2.51%
31 Mar, 09	37.46%	2.52%
31 Dec, 08	38.53%	2.69%
30 Sep, 08	37.83%	2.81%
30 Jun, 08	36.70%	3.03%
31 Mar, 08	34.81%	2.16%
31 Dec, 07	40.11%	2.31%
30 Sep, 07	41.69%	6.67%
30 Jun, 07	25.01%	23.83%
31 Mar, 07	10.24%	1.65%
31 Dec, 06	24.89%	4.58%
30 Sep, 06	23.30%	4.42%
30 Jun, 06	22.97%	4.01%
31 Mar, 06	23.92%	3.58%
31 Dec, 05	25.85%	3.36%
30 Sep, 05	27.75%	3.23%
30 Jun, 05	29.30%	3.54%
31 Mar, 05	28.77%	3.64%
31 Dec, 04	28.12%	3.73%
30 Sep, 04	27.45%	3.42%
30 Jun, 04	28.34%	9.84%
31 Mar, 04	16.97%	38.21%
31 Dec, 03	6.67%	12.36%
30 Sep, 03	7.34%	21.58%
30 Jun, 03	5.83%	12.18%
31 Mar, 03	6.92%	18.38%
31 Dec, 02	6.14%	79.29%
30 Sep, 02	2.78%	17.86%
30 Jun, 02	3.95%	14.23%
31 Mar, 02	5.27%	32.41%
31 Dec, 01	4.03%	34.76%
30 Sep, 01	3.41%	14.56%
30 Jun, 01	4.84%	29.10%
31 Mar, 01	4.08%	21.19%
31 Dec, 00	4.39%	33.52%
30 Sep, 00	3.62%	15.50%
30 Jun, 00	4.83%	28.90%
31 Mar, 00	4.09%	5.99%
31 Dec, 99	8.26%	28.68%
30 Sep, 99	5.37%	16.21%
30 Jun, 99	5.75%	17.74%
31 Mar, 99	5.70%	-

As of 30 Jun 24, IDEX is held by 16.94% institutional shareholders, representing a 0.19% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	130	-52.38%
31 Mar, 24	273	-1.80%
31 Dec, 23	278	9.88%
30 Sep, 23	253	-12.15%
30 Jun, 23	288	21.01%
31 Mar, 23	238	-25.62%
31 Dec, 22	320	25.98%
30 Sep, 22	254	3.25%
30 Jun, 22	246	-13.68%
31 Mar, 22	285	-3.72%
31 Dec, 21	296	32.74%
30 Sep, 21	223	-7.08%
30 Jun, 21	240	-7.34%
31 Mar, 21	259	-3.36%
31 Dec, 20	268	30.10%
30 Sep, 20	206	-8.85%
30 Jun, 20	226	-7.00%
31 Mar, 20	243	10.96%
31 Dec, 19	219	-3.10%
30 Sep, 19	226	24.18%
30 Jun, 19	182	-7.61%
31 Mar, 19	197	13.22%
31 Dec, 18	174	-6.95%
30 Sep, 18	187	-
30 Jun, 18	187	0.54%
31 Mar, 18	186	-2.62%
31 Dec, 17	191	22.44%
30 Sep, 17	156	-7.69%
30 Jun, 17	169	25.19%
31 Mar, 17	135	-10.00%
31 Dec, 16	150	33.93%
30 Sep, 16	112	-24.83%
30 Jun, 16	149	12.88%
31 Mar, 16	132	-1.49%
31 Dec, 15	134	14.53%
30 Sep, 15	117	12.50%
30 Jun, 15	104	-16.13%
31 Mar, 15	124	19.23%
31 Dec, 14	104	-7.96%
30 Sep, 14	113	9.71%
30 Jun, 14	103	-29.93%
31 Mar, 14	147	2.08%
31 Dec, 13	144	18.03%
30 Sep, 13	122	-41.35%
30 Jun, 13	208	252.54%
31 Mar, 13	59	7.27%
31 Dec, 12	55	-1.79%
30 Sep, 12	56	-5.08%
30 Jun, 12	59	22.92%
31 Mar, 12	48	-20.00%
31 Dec, 11	60	5.26%
30 Sep, 11	57	9.62%
30 Jun, 11	52	8.33%
31 Mar, 11	48	2.13%
31 Dec, 10	47	17.50%
30 Sep, 10	40	-11.11%
30 Jun, 10	45	-2.17%
31 Mar, 10	46	43.75%
31 Dec, 09	32	-8.57%
30 Sep, 09	35	-16.67%
30 Jun, 09	42	10.53%
31 Mar, 09	38	5.56%
31 Dec, 08	36	-14.29%
30 Sep, 08	42	27.27%
30 Jun, 08	33	-
31 Mar, 08	33	-
31 Dec, 07	33	-
30 Sep, 07	33	-41.07%
30 Jun, 07	56	75.00%
31 Mar, 07	32	-3.03%
31 Dec, 06	33	43.48%
30 Sep, 06	23	4.55%
30 Jun, 06	22	-24.14%
31 Mar, 06	29	38.10%
31 Dec, 05	21	-12.50%
30 Sep, 05	24	-22.58%
30 Jun, 05	31	29.17%
31 Mar, 05	24	4.35%
31 Dec, 04	23	-14.81%
30 Sep, 04	27	-25.00%
30 Jun, 04	36	24.14%
31 Mar, 04	29	45.00%
31 Dec, 03	20	33.33%
30 Sep, 03	15	-6.25%
30 Jun, 03	16	-20.00%
31 Mar, 03	20	25.00%
31 Dec, 02	16	33.33%
30 Sep, 02	12	-33.33%
30 Jun, 02	18	28.57%
31 Mar, 02	14	55.56%
31 Dec, 01	9	-25.00%
30 Sep, 01	12	71.43%
30 Jun, 01	7	-36.36%
31 Mar, 01	11	37.50%
31 Dec, 00	8	33.33%
30 Sep, 00	6	-33.33%
30 Jun, 00	9	-
31 Mar, 00	9	12.50%
31 Dec, 99	8	-
30 Sep, 99	8	33.33%
30 Jun, 99	6	-40.00%
31 Mar, 99	10	-

130 institutional shareholders have increased their position in IEX stock as of 30 Jun 24 compared to 273 in the previous quarter (a -52.38% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	98	-56.25%
31 Mar, 24	224	-5.88%
31 Dec, 23	238	-0.42%
30 Sep, 23	239	2.14%
30 Jun, 23	234	-8.24%
31 Mar, 23	255	43.26%
31 Dec, 22	178	-4.30%
30 Sep, 22	186	-9.71%
30 Jun, 22	206	13.19%
31 Mar, 22	182	2.25%
31 Dec, 21	178	-8.72%
30 Sep, 21	195	-
30 Jun, 21	195	7.73%
31 Mar, 21	181	-1.09%
31 Dec, 20	183	-0.54%
30 Sep, 20	184	-3.16%
30 Jun, 20	190	16.56%
31 Mar, 20	163	-5.78%
31 Dec, 19	173	2.37%
30 Sep, 19	169	6.29%
30 Jun, 19	159	4.61%
31 Mar, 19	152	-5.00%
31 Dec, 18	160	-0.62%
30 Sep, 18	161	11.81%
30 Jun, 18	144	-6.49%
31 Mar, 18	154	15.79%
31 Dec, 17	133	-1.48%
30 Sep, 17	135	21.62%
30 Jun, 17	111	-1.77%
31 Mar, 17	113	-
31 Dec, 16	113	-25.17%
30 Sep, 16	151	33.63%
30 Jun, 16	113	-2.59%
31 Mar, 16	116	3.57%
31 Dec, 15	112	5.66%
30 Sep, 15	106	-12.40%
30 Jun, 15	121	12.04%
31 Mar, 15	108	-21.17%
31 Dec, 14	137	-0.72%
30 Sep, 14	138	5.34%
30 Jun, 14	131	11.97%
31 Mar, 14	117	-1.68%
31 Dec, 13	119	-
30 Sep, 13	119	213.16%
30 Jun, 13	38	-7.32%
31 Mar, 13	41	10.81%
31 Dec, 12	37	-5.13%
30 Sep, 12	39	11.43%
30 Jun, 12	35	-10.26%
31 Mar, 12	39	25.81%
31 Dec, 11	31	10.71%
30 Sep, 11	28	-6.67%
30 Jun, 11	30	25.00%
31 Mar, 11	24	-17.24%
31 Dec, 10	29	-3.33%
30 Sep, 10	30	66.67%
30 Jun, 10	18	-14.29%
31 Mar, 10	21	-19.23%
31 Dec, 09	26	44.44%
30 Sep, 09	18	-18.18%
30 Jun, 09	22	-
31 Mar, 09	22	4.76%
31 Dec, 08	21	5.00%
30 Sep, 08	20	-9.09%
30 Jun, 08	22	-4.35%
31 Mar, 08	23	9.52%
31 Dec, 07	21	5.00%
30 Sep, 07	20	566.67%
30 Jun, 07	3	-81.25%
31 Mar, 07	16	45.45%
31 Dec, 06	11	-26.67%
30 Sep, 06	15	7.14%
30 Jun, 06	14	-
31 Mar, 06	14	-6.67%
31 Dec, 05	15	15.38%
30 Sep, 05	13	-7.14%
30 Jun, 05	14	-26.32%
31 Mar, 05	19	58.33%
31 Dec, 04	12	33.33%
30 Sep, 04	9	800.00%
30 Jun, 04	1	-88.89%
31 Mar, 04	9	28.57%
31 Dec, 03	7	-22.22%
30 Sep, 03	9	50.00%
30 Jun, 03	6	50.00%
31 Mar, 03	4	-20.00%
31 Dec, 02	5	25.00%
30 Sep, 02	4	100.00%
30 Jun, 02	2	-50.00%
31 Mar, 02	4	100.00%
31 Dec, 01	2	-
30 Sep, 01	2	-60.00%
30 Jun, 01	5	-
31 Mar, 01	5	66.67%
31 Dec, 00	3	-25.00%
30 Sep, 00	4	-20.00%
30 Jun, 00	5	25.00%
31 Mar, 00	4	33.33%
31 Dec, 99	3	-25.00%
30 Sep, 99	4	-33.33%
30 Jun, 99	6	-
31 Mar, 99	-	-

98 institutional shareholders have reduced their position in IEX stock as of 30 Jun 24 compared to 224 in the previous quarter (a -56.25% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	307	-50.40%	12,820,248	-82.23%	16.94%	0.19%	130	-52.38%	98	-56.25%
31 Mar, 24	619	0.98%	72,137,629	-2.43%	95.29%	1.00%	273	-1.80%	224	-5.88%
31 Dec, 23	613	0.49%	73,932,493	1.59%	97.79%	1.06%	278	9.88%	238	-0.42%
30 Sep, 23	610	-3.48%	72,773,061	1.50%	96.26%	1.07%	253	-12.15%	239	2.14%
30 Jun, 23	632	3.10%	71,700,068	-2.64%	94.84%	1.00%	288	21.01%	234	-8.24%
31 Mar, 23	613	0.16%	73,645,553	-0.52%	97.41%	1.02%	238	-25.62%	255	43.26%
31 Dec, 22	612	11.07%	74,031,117	0.33%	97.80%	1.02%	320	25.98%	178	-4.30%
30 Sep, 22	551	-1.61%	73,786,133	1.82%	97.86%	1.07%	254	3.25%	186	-9.71%
30 Jun, 22	560	-2.27%	72,468,827	-2.01%	95.61%	1.01%	246	-13.68%	206	13.19%
31 Mar, 22	573	-2.39%	73,958,097	0.52%	97.19%	1.04%	285	-3.72%	182	2.25%
31 Dec, 21	587	7.71%	73,576,329	-2.19%	96.81%	0.99%	296	32.74%	178	-8.72%
30 Sep, 21	545	-0.55%	75,227,228	0.39%	98.98%	1.02%	223	-7.08%	195	-
30 Jun, 21	548	1.67%	74,937,665	0.94%	98.60%	1.03%	240	-7.34%	195	7.73%
31 Mar, 21	539	-2.36%	74,239,370	1.18%	97.81%	1.04%	259	-3.36%	181	-1.09%
31 Dec, 20	552	10.62%	73,373,673	-0.37%	96.87%	1.01%	268	30.10%	183	-0.54%
30 Sep, 20	499	-	73,645,491	-1.29%	97.74%	0.99%	206	-8.85%	184	-3.16%
30 Jun, 20	499	1.22%	74,605,764	2.71%	99.25%	1.08%	226	-7.00%	190	16.56%
31 Mar, 20	493	3.79%	72,635,916	-1.92%	95.90%	1.00%	243	10.96%	163	-5.78%
31 Dec, 19	475	1.50%	74,059,816	-0.92%	97.73%	1.00%	219	-3.10%	173	2.37%
30 Sep, 19	468	8.08%	74,749,104	2.26%	98.75%	1.05%	226	24.18%	169	6.29%
30 Jun, 19	433	0.23%	73,095,261	0.93%	96.87%	1.05%	182	-7.61%	159	4.61%
31 Mar, 19	432	1.89%	72,418,947	1.28%	95.99%	1.10%	197	13.22%	152	-5.00%
31 Dec, 18	424	-3.85%	71,500,453	-2.28%	93.57%	1.02%	174	-6.95%	160	-0.62%
30 Sep, 18	441	5.00%	73,167,142	-0.56%	95.57%	1.03%	187	-	161	11.81%
30 Jun, 18	420	0.72%	73,581,715	-0.53%	96.14%	1.03%	187	0.54%	144	-6.49%
31 Mar, 18	417	4.77%	73,970,863	0.31%	96.80%	1.04%	186	-2.62%	154	15.79%
31 Dec, 17	398	10.86%	73,745,185	-1.20%	96.67%	1.01%	191	22.44%	133	-1.48%
30 Sep, 17	359	7.49%	74,637,479	-1.57%	97.81%	0.99%	156	-7.69%	135	21.62%
30 Jun, 17	334	8.44%	75,829,082	1.69%	99.49%	1.04%	169	25.19%	111	-1.77%
31 Mar, 17	308	-6.10%	74,569,930	-0.14%	97.97%	1.01%	135	-10.00%	113	-
31 Dec, 16	328	3.80%	74,676,278	-0.20%	98.32%	1.01%	150	33.93%	113	-25.17%
30 Sep, 16	316	-1.56%	74,826,633	-0.08%	98.69%	1.01%	112	-24.83%	151	33.63%
30 Jun, 16	321	4.90%	74,888,109	-1.04%	98.94%	0.99%	149	12.88%	113	-2.59%
31 Mar, 16	306	1.32%	75,675,869	-0.88%	99.90%	0.98%	132	-1.49%	116	3.57%
31 Dec, 15	302	7.47%	76,350,230	-10.36%	100.79%	0.82%	134	14.53%	112	5.66%
30 Sep, 15	281	1.44%	85,171,175	10.99%	110.86%	1.13%	117	12.50%	106	-12.40%
30 Jun, 15	277	-4.15%	76,734,471	0.68%	99.06%	1.04%	104	-16.13%	121	12.04%
31 Mar, 15	289	-2.03%	76,215,427	-1.20%	97.72%	1.00%	124	19.23%	108	-21.17%
31 Dec, 14	295	-3.91%	77,141,930	-0.26%	98.91%	1.05%	104	-7.96%	137	-0.72%
30 Sep, 14	307	4.07%	77,346,030	-1.32%	97.22%	1.02%	113	9.71%	138	5.34%
30 Jun, 14	295	-7.23%	78,380,172	-1.06%	97.85%	1.01%	103	-29.93%	131	11.97%
31 Mar, 14	318	3.25%	79,220,356	-2.19%	98.38%	1.00%	147	2.08%	117	-1.68%
31 Dec, 13	308	7.32%	80,996,104	-0.05%	99.36%	1.00%	144	18.03%	119	-
30 Sep, 13	287	5.51%	81,039,327	2.97%	99.73%	1.08%	122	-41.35%	119	213.16%
30 Jun, 13	272	138.60%	78,700,235	109.04%	96.18%	4.58%	208	252.54%	38	-7.32%
31 Mar, 13	114	4.59%	37,647,866	4.63%	45.80%	2.38%	59	7.27%	41	10.81%
31 Dec, 12	109	1.87%	35,981,930	-4.41%	43.91%	2.11%	55	-1.79%	37	-5.13%
30 Sep, 12	107	-1.83%	37,641,247	-9.65%	45.64%	1.82%	56	-5.08%	39	11.43%
30 Jun, 12	109	1.87%	41,660,210	7.82%	50.08%	2.30%	59	22.92%	35	-10.26%
31 Mar, 12	107	-	38,637,226	-8.78%	46.66%	1.77%	48	-20.00%	39	25.81%
31 Dec, 11	107	8.08%	42,355,041	10.38%	51.28%	2.36%	60	5.26%	31	10.71%
30 Sep, 11	99	5.32%	38,371,027	-8.10%	46.57%	1.80%	57	9.62%	28	-6.67%
30 Jun, 11	94	14.63%	41,751,010	1.66%	50.82%	2.00%	52	8.33%	30	25.00%
31 Mar, 11	82	-3.53%	41,070,037	7.75%	50.44%	2.25%	48	2.13%	24	-17.24%
31 Dec, 10	85	3.66%	38,116,196	0.82%	47.37%	2.15%	47	17.50%	29	-3.33%
30 Sep, 10	82	6.49%	37,807,487	5.19%	46.96%	2.35%	40	-11.11%	30	66.67%
30 Jun, 10	77	-1.28%	35,943,282	-0.21%	44.72%	2.21%	45	-2.17%	18	-14.29%
31 Mar, 10	78	20.00%	36,018,756	14.58%	44.98%	2.89%	46	43.75%	21	-19.23%
31 Dec, 09	65	-	31,435,738	-4.09%	39.43%	2.33%	32	-8.57%	26	44.44%
30 Sep, 09	65	-4.41%	32,775,264	16.91%	41.10%	3.32%	35	-16.67%	18	-18.18%
30 Jun, 09	68	-	28,035,718	-5.88%	35.19%	2.51%	42	10.53%	22	-
31 Mar, 09	68	4.62%	29,787,995	-4.69%	37.46%	2.52%	38	5.56%	22	4.76%
31 Dec, 08	65	-9.72%	31,254,362	1.28%	38.53%	2.69%	36	-14.29%	21	5.00%
30 Sep, 08	72	10.77%	30,860,485	3.40%	37.83%	2.81%	42	27.27%	20	-9.09%
30 Jun, 08	65	-2.99%	29,845,838	5.77%	36.70%	3.03%	33	-	22	-4.35%
31 Mar, 08	67	4.69%	28,217,200	-12.79%	34.81%	2.16%	33	-	23	9.52%
31 Dec, 07	64	-1.54%	32,355,849	-3.99%	40.11%	2.31%	33	-	21	5.00%
30 Sep, 07	65	10.17%	33,699,934	67.22%	41.69%	6.67%	33	-41.07%	20	566.67%
30 Jun, 07	59	1.72%	20,153,637	145.14%	25.01%	23.83%	56	75.00%	3	-81.25%
31 Mar, 07	58	-1.69%	8,221,257	-58.46%	10.24%	1.65%	32	-3.03%	16	45.45%
31 Dec, 06	59	25.53%	19,792,521	6.58%	24.89%	4.58%	33	43.48%	11	-26.67%
30 Sep, 06	47	4.44%	18,570,063	1.68%	23.30%	4.42%	23	4.55%	15	7.14%
30 Jun, 06	45	-15.09%	18,263,497	-3.30%	22.97%	4.01%	22	-24.14%	14	-
31 Mar, 06	53	17.78%	18,887,352	-6.87%	23.92%	3.58%	29	38.10%	14	-6.67%
31 Dec, 05	45	2.27%	20,281,360	-5.62%	25.85%	3.36%	21	-12.50%	15	15.38%
30 Sep, 05	44	-13.73%	21,488,053	-4.07%	27.75%	3.23%	24	-22.58%	13	-7.14%
30 Jun, 05	51	6.25%	22,399,679	2.44%	29.30%	3.54%	31	29.17%	14	-26.32%
31 Mar, 05	48	23.08%	21,867,054	3.53%	28.77%	3.64%	24	4.35%	19	58.33%
31 Dec, 04	39	-2.50%	21,121,258	2.00%	28.12%	3.73%	23	-14.81%	12	33.33%
30 Sep, 04	40	8.11%	20,706,729	-2.71%	27.45%	3.42%	27	-25.00%	9	800.00%
30 Jun, 04	37	-5.13%	21,283,862	68.97%	28.34%	9.84%	36	24.14%	1	-88.89%
31 Mar, 04	39	30.00%	12,596,365	158.21%	16.97%	38.21%	29	45.00%	9	28.57%
31 Dec, 03	30	15.38%	4,878,295	-9.59%	6.67%	12.36%	20	33.33%	7	-22.22%
30 Sep, 03	26	4.00%	5,395,616	26.96%	7.34%	21.58%	15	-6.25%	9	50.00%
30 Jun, 03	25	-	4,249,735	-15.48%	5.83%	12.18%	16	-20.00%	6	50.00%
31 Mar, 03	25	8.70%	5,028,314	12.92%	6.92%	18.38%	20	25.00%	4	-20.00%
31 Dec, 02	23	15.00%	4,453,119	120.63%	6.14%	79.29%	16	33.33%	5	25.00%
30 Sep, 02	20	-16.67%	2,018,382	-28.22%	2.78%	17.86%	12	-33.33%	4	100.00%
30 Jun, 02	24	26.32%	2,811,922	-22.22%	3.95%	14.23%	18	28.57%	2	-50.00%
31 Mar, 02	19	46.15%	3,615,061	31.01%	5.27%	32.41%	14	55.56%	4	100.00%
31 Dec, 01	13	-18.75%	2,759,277	18.73%	4.03%	34.76%	9	-25.00%	2	-
30 Sep, 01	16	-	2,324,027	-29.13%	3.41%	14.56%	12	71.43%	2	-60.00%
30 Jun, 01	16	-5.88%	3,279,330	19.19%	4.84%	29.10%	7	-36.36%	5	-
31 Mar, 01	17	21.43%	2,751,321	-6.21%	4.08%	21.19%	11	37.50%	5	66.67%
31 Dec, 00	14	7.69%	2,933,402	21.19%	4.39%	33.52%	8	33.33%	3	-25.00%
30 Sep, 00	13	-13.33%	2,420,531	-25.73%	3.62%	15.50%	6	-33.33%	4	-20.00%
30 Jun, 00	15	-	3,259,227	19.45%	4.83%	28.90%	9	-	5	25.00%
31 Mar, 00	15	7.14%	2,728,461	-50.31%	4.09%	5.99%	9	12.50%	4	33.33%
31 Dec, 99	14	16.67%	5,491,375	53.84%	8.26%	28.68%	8	-	3	-25.00%
30 Sep, 99	12	-	3,569,623	-6.03%	5.37%	16.21%	8	33.33%	4	-33.33%
30 Jun, 99	12	20.00%	3,798,849	-0.25%	5.75%	17.74%	6	-40.00%	6	-
31 Mar, 99	10	-	3,808,270	-	5.70%	-	10	-	-	-

IDEX Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Feb 15, 2024	ASHLEMAN ERIC D	director, officer	CEO and President	F-InKind	Sell	2,090	$226.97	$474.37K	45,942
Feb 15, 2024	Anderson Lisa M	officer	SVP, General Counsel &Corp Sec	F-InKind	Sell	102	$226.97	$23.15K	1,648

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 08, 2024	Watts Stanfield Paris	director	-	A-Award	Buy	745	-	-	2,495
May 08, 2024	SATTERTHWAITE LIVINGSTON	director	-	A-Award	Buy	745	-	-	14,747
May 08, 2024	Quiroz Alejandro	director	-	A-Award	Buy	745	-	-	2,330
May 08, 2024	Parry David C	director	-	A-Award	Buy	745	-	-	21,830
May 08, 2024	Helmkamp Katrina L	director	-	A-Award	Buy	970	-	-	9,530
May 08, 2024	Gunter Lakecia N	director	-	A-Award	Buy	745	-	-	3,225
May 08, 2024	Christenson Carl R	director	-	A-Award	Buy	745	-	-	4,856
May 08, 2024	BUTHMAN MARK A	director	-	A-Award	Buy	745	-	-	8,325
May 08, 2024	Beck Mark A	director	-	A-Award	Buy	745	-	-	6,055
Feb 26, 2024	Lausas Allison S	officer	VP, Chief Accounting Officer	A-Award	Buy	1,570	$235.13	$369.15K	1,570
Feb 26, 2024	Flores Melissa S	officer	SVP, CHRO	A-Award	Buy	4,505	$235.13	$1.06M	4,505
Feb 26, 2024	Unnikrishnan Roopa	officer	SVP, Strategy&Corp Development	A-Award	Buy	4,705	$235.13	$1.11M	4,705
Feb 26, 2024	Anderson Lisa M	officer	SVP, General Counsel &Corp Sec	A-Award	Buy	5,095	$235.13	$1.20M	5,095
Feb 26, 2024	Khandelwal Abhishek	officer	SVP, Chief Financial Officer	A-Award	Buy	10,185	$235.13	$2.39M	10,185
Feb 26, 2024	ASHLEMAN ERIC D	director, officer	CEO and President	A-Award	Buy	46,070	$235.13	$10.83M	46,070
Feb 15, 2024	ASHLEMAN ERIC D	director, officer	CEO and President	A-Award	Buy	4,695	$226.97	$1.07M	48,032
Feb 15, 2024	ASHLEMAN ERIC D	director, officer	CEO and President	F-InKind	Sell	2,090	$226.97	$474.37K	45,942
Feb 15, 2024	Anderson Lisa M	officer	SVP, General Counsel &Corp Sec	A-Award	Buy	205	$226.97	$46.53K	1,750
Feb 15, 2024	Anderson Lisa M	officer	SVP, General Counsel &Corp Sec	F-InKind	Sell	102	$226.97	$23.15K	1,648
Feb 15, 2024	Flores Melissa S	officer	SVP, CHRO	A-Award	Buy	413	$226.97	$93.74K	1,388

The last insider sell of IDEX's stock was made by ASHLEMAN ERIC D on Feb 15 2024, selling 2,090 shares at $226.97 per share (valued at $474.37K).

IDEX Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	9	-	-
Q1 2024	9	3	300.00%
Q4 2023	2	1	200.00%
Q3 2023	1	-	-
Q2 2023	9	-	-
Q1 2023	14	13	107.69%
Q4 2022	10	17	58.82%
Q2 2022	10	-	-
Q1 2022	12	9	133.33%
Q4 2021	8	11	72.73%
Q3 2021	2	-	-
Q2 2021	17	11	154.55%
Q1 2021	13	13	100.00%
Q4 2020	4	8	50.00%
Q3 2020	14	29	48.28%
Q2 2020	13	12	108.33%
Q1 2020	15	9	166.67%
Q4 2019	8	16	50.00%
Q3 2019	12	25	48.00%
Q2 2019	13	11	118.18%

9 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by IDEX's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	-	-
Q1 2024	-	-	-
Q4 2023	-	-	-
Q3 2023	-	-	-
Q2 2023	-	-	-
Q1 2023	-	1	-
Q4 2022	-	8	-
Q2 2022	-	-	-
Q1 2022	-	-	-
Q4 2021	-	3	-
Q3 2021	-	-	-
Q2 2021	-	3	-
Q1 2021	-	4	-
Q4 2020	-	3	-
Q3 2020	-	14	-
Q2 2020	-	7	-
Q1 2020	-	-	-
Q4 2019	-	8	-
Q3 2019	-	11	-
Q2 2019	-	3	-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of IDEX's stocks.

IDEX Peer Ownership

Ticker	Company
WTS	Watts Water Technologies, Inc.
EPAC	Enerpac Tool Group Corp.
CR	Crane NXT, Co.
FELE	Franklin Electric Co., Inc.
FLS	Flowserve Corporation
IR	Ingersoll Rand Inc.
ITT	ITT Inc.
DOV	Dover Corporation
GRC	The Gorman-Rupp Company
DCI	Donaldson Company, Inc.

IEX Ownership FAQ

Who Owns IDEX?

IDEX is owned by institutional shareholders (16.94%), insiders (0.20%), and public (82.86%). The largest institutional shareholder of IDEX is VANGUARD GROUP INC (12.16% of total shares) and the top mutual fund owner is Papp Investment Trust (0.85% of total shares).

Who are the major institutional shareholders of IDEX?

IDEX's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., PRICE T ROWE ASSOCIATES INC /MD/, STATE STREET CORP, and MORGAN STANLEY. The top five shareholders own together 35.37% of the company's share outstanding.

How many IDEX shareholders are there?

As of Jun 2024, there are 307 institutional shareholders of IDEX.

What percentage of IDEX is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC owns 9.2M shares of IDEX, representing 12.16% of the company's total shares outstanding, valued at $1.85B (as of Jun 2024).

What percentage of IDEX is owned by BLACKROCK INC?

As of Jun 2024, BLACKROCK INC holds 6.2M shares of IDEX (IEX), compromising 8.19% of the company, valued at $1.25B.

What percentage of IDEX is owned by PRICE T ROWE ASSOCIATES INC /MD/?

PRICE T ROWE ASSOCIATES INC /MD/ is the third largest holder of IDEX. The company owns 5.65M of the company's shares outstanding (worth $1.14B).