Ameriprise’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.7M | Sell |
88,273
-37,746
| -30% | -$7.45M | ﹤0.01% | 1541 |
|
|
2025
Q4 | $22.4M | Sell |
126,019
-2,217
| -2% | -$379K | 0.01% | 1330 |
|
|
2025
Q3 | $20.9M | Sell |
128,236
-9,703
| -7% | -$1.64M | ﹤0.01% | 1360 |
|
|
2025
Q2 | $24.2M | Sell |
137,939
-37,407
| -21% | -$6.63M | 0.01% | 1238 |
|
|
2025
Q1 | $31.7M | Sell |
175,346
-49,905
| -22% | -$9.93M | 0.01% | 1054 |
|
|
2024
Q4 | $47.1M | Sell |
225,251
-21,129
| -9% | -$4.62M | 0.01% | 867 |
|
|
2024
Q3 | $52.8M | Buy |
246,380
+9,740
| +4% | +$1.96M | 0.01% | 823 |
|
|
2024
Q2 | $47.6M | Sell |
236,640
-97,723
| -29% | -$21.3M | 0.01% | 823 |
|
|
2024
Q1 | $81.6M | Sell |
334,363
-59,952
| -15% | -$13.5M | 0.02% | 612 |
|
|
2023
Q4 | $85.6M | Buy |
394,315
+25,466
| +7% | +$5.14M | 0.03% | 574 |
|
|
2023
Q3 | $76.7M | Buy |
368,849
+280,385
| +317% | +$60.8M | 0.03% | 580 |
|
|
2023
Q2 | $19M | Sell |
88,464
-38,813
| -30% | -$8.16M | 0.01% | 1294 |
|
|
2023
Q1 | $29.4M | Sell |
127,277
-16,147
| -11% | -$3.67M | 0.01% | 1023 |
|
|
2022
Q4 | $32.7M | Buy |
143,424
+7,871
| +6% | +$1.76M | 0.01% | 928 |
|
|
2022
Q3 | $27.2M | Sell |
135,553
-9,407
| -6% | -$1.9M | 0.01% | 986 |
|
|
2022
Q2 | $26.3M | Sell |
144,960
-248,187
| -63% | -$46.8M | 0.01% | 1029 |
|
|
2022
Q1 | $75M | Sell |
393,147
-6,415
| -2% | -$1.3M | 0.02% | 640 |
|
|
2021
Q4 | $94.4M | Buy |
399,562
+39,274
| +11% | +$8.92M | 0.03% | 593 |
|
|
2021
Q3 | $74.5M | Buy |
360,288
+147,167
| +69% | +$32.7M | 0.02% | 608 |
|
|
2021
Q2 | $46.9M | Buy |
213,121
+15,776
| +8% | +$3.49M | 0.01% | 826 |
|
|
2021
Q1 | $41.3M | Sell |
197,345
-343,546
| -64% | -$68.1M | 0.01% | 857 |
|
|
2020
Q4 | $108M | Buy |
540,891
+94,170
| +21% | +$17.9M | 0.04% | 449 |
|
|
2020
Q3 | $81.5M | Sell |
446,721
-35,208
| -7% | -$6.1M | 0.03% | 486 |
|
|
2020
Q2 | $76.2M | Buy |
481,929
+54,875
| +13% | +$8.39M | 0.03% | 470 |
|
|
2020
Q1 | $59M | Buy |
427,054
+38,860
| +10% | +$6.1M | 0.03% | 489 |
|
|
2019
Q4 | $66.8M | Buy |
388,194
+128,800
| +50% | +$20.8M | 0.03% | 570 |
|
|
2019
Q3 | $42.5M | Sell |
259,394
-14,507
| -5% | -$2.41M | 0.02% | 739 |
|
|
2019
Q2 | $47.2M | Buy |
273,901
+19,849
| +8% | +$3.12M | 0.02% | 701 |
|
|
2019
Q1 | $38.5M | Buy |
254,052
+11,860
| +5% | +$1.68M | 0.02% | 773 |
|
|
2018
Q4 | $30.6M | Sell |
242,192
-10,000
| -4% | -$1.34M | 0.02% | 836 |
|
|
2018
Q3 | $38M | Sell |
252,192
-2,505
| -1% | -$373K | 0.01% | 891 |
|
|
2018
Q2 | $34.8M | Buy |
254,697
+3,349
| +1% | +$468K | 0.02% | 840 |
|
|
2018
Q1 | $35.8M | Sell |
251,348
-3,297
| -1% | -$460K | 0.02% | 816 |
|
|
2017
Q4 | $33.6M | Buy |
254,645
+19,562
| +8% | +$2.52M | 0.02% | 757 |
|
|
2017
Q3 | $28.6M | Sell |
235,083
-162,733
| -41% | -$19M | 0.01% | 834 |
|
|
2017
Q2 | $45M | Sell |
397,816
-23,891
| -6% | -$2.51M | 0.02% | 592 |
|
|
2017
Q1 | $39.4M | Buy |
421,707
+12,526
| +3% | +$1.15M | 0.02% | 642 |
|
|
2016
Q4 | $36.8M | Buy |
409,181
+201,287
| +97% | +$18.2M | 0.02% | 648 |
|
|
2016
Q3 | $19.5M | Buy |
207,894
+347
| +0.2% | +$31.3K | 0.01% | 960 |
|
|
2016
Q2 | $17M | Buy |
207,547
+945
| +0.5% | +$78.6K | 0.01% | 1004 |
|
|
2016
Q1 | $17.1M | Sell |
206,602
-36,502
| -15% | -$2.74M | 0.01% | 1012 |
|
|
2015
Q4 | $18.6M | Sell |
243,104
-2,659
| -1% | -$204K | 0.01% | 958 |
|
|
2015
Q3 | $17.5M | Sell |
245,763
-8,040
| -3% | -$592K | 0.01% | 1027 |
|
|
2015
Q2 | $19.9M | Sell |
253,803
-30,262
| -11% | -$2.34M | 0.01% | 1012 |
|
|
2015
Q1 | $21.5M | Sell |
284,065
-61,405
| -18% | -$4.62M | 0.01% | 956 |
|
|
2014
Q4 | $26.9M | Sell |
345,470
-72,411
| -17% | -$5.39M | 0.02% | 793 |
|
|
2014
Q3 | $30.2M | Sell |
417,881
-191,907
| -31% | -$14.8M | 0.02% | 731 |
|
|
2014
Q2 | $49.2M | Sell |
609,788
-67,591
| -10% | -$5.11M | 0.03% | 545 |
|
|
2014
Q1 | $49.4M | Sell |
677,379
-172,237
| -20% | -$12.5M | 0.03% | 537 |
|
|
2013
Q4 | $62.7M | Buy |
849,616
+148,859
| +21% | +$10.3M | 0.04% | 448 |
|
|
2013
Q3 | $45.7M | Buy |
700,757
+84,941
| +14% | +$5.13M | 0.03% | 563 |
|
|
2013
Q2 | $33.1M | Buy |
+615,816
| New | +$32.8M | 0.02% | 702 |
|
Other funds holding IEX
VCM
VPM
