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 | - | - | - |