IDEX Ownership 2024 | Who Owns IDEX Now?
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
All Insider Owners Trades
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.
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).