Ownership history in MATHER GROUP, LLC. · 6 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in IDEX CORP (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 449 | -36 | -7.4% | 0.00% | $73K | $161.47 |
| 2025 Q1 | REDUCED | 485 | -39 | -7.4% | 0.00% | $88K | $178.19 |
| 2024 Q4 | ADDED | 524 | +25 | +5.0% | 0.00% | $110K | $205.42 |
| 2024 Q3 | REDUCED | 499 | -32 | -6.0% | 0.00% | $107K | $209.83 |
| 2024 Q2 | ADDED | 531 | +27 | +5.4% | 0.00% | $130K | $196.16 |
| 2024 Q1 | INITIATED | 504 | — | — | 0.00% | $109K | — |
As of 2025 Q4 — sorted by position size