IEX IDEX CORP COM

Ownership history in Advisory Services Network, LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in IDEX CORP COM (IEX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2017 Q4)
Avg. % of fund
0.02%
First filed
2014 Q4
Last filed
2025 Q3
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 648 +486 +300.0% 0.00% $105K $161.47
2023 Q4 REDUCED 162 -1,477 -90.1% 0.00% $35K $210.37
2023 Q1 ADDED 1,639 +266 +19.4% 0.01% $379K $221.83
2022 Q4 REDUCED 1,373 -199 -12.7% 0.01% $314K $218.68
2021 Q4 ADDED 1,572 +16 +1.0% 0.01% $371K $223.65
2021 Q3 ADDED 1,556 +12 +0.8% 0.01% $322K $195.34
2021 Q2 ADDED 1,544 +64 +4.3% 0.01% $340K $207.20
2021 Q1 ADDED 1,480 +41 +2.8% 0.01% $310K $196.61
2020 Q4 REDUCED 1,439 -152 -9.6% 0.01% $287K $186.66
2020 Q3 ADDED 1,591 +4 +0.3% 0.01% $291K $170.47
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IEX price (monthly, adj. close)
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