Baird Financial Group’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
2,184
-815
| -27% | -$143K | ﹤0.01% | 1510 |
|
|
2025
Q1 | $543K | Sell |
2,999
-253,250
| -99% | -$45.8M | ﹤0.01% | 1369 |
|
|
2024
Q4 | $53.6M | Sell |
256,249
-41,331
| -14% | -$8.65M | 0.1% | 183 |
|
|
2024
Q3 | $63.8M | Sell |
297,580
-56,177
| -16% | -$12M | 0.12% | 164 |
|
|
2024
Q2 | $71.2M | Sell |
353,757
-23,585
| -6% | -$4.75M | 0.15% | 143 |
|
|
2024
Q1 | $92.1M | Sell |
377,342
-3,386
| -0.9% | -$826K | 0.19% | 117 |
|
|
2023
Q4 | $82.7M | Buy |
380,728
+2,707
| +0.7% | +$588K | 0.19% | 128 |
|
|
2023
Q3 | $78.6M | Buy |
378,021
+9,218
| +2% | +$1.92M | 0.21% | 106 |
|
|
2023
Q2 | $79.4M | Sell |
368,803
-105,052
| -22% | -$22.6M | 0.21% | 112 |
|
|
2023
Q1 | $109M | Buy |
473,855
+6,643
| +1% | +$1.53M | 0.27% | 79 |
|
|
2022
Q4 | $107M | Buy |
467,212
+2,244
| +0.5% | +$512K | 0.28% | 72 |
|
|
2022
Q3 | $92.9M | Buy |
464,968
+15,257
| +3% | +$3.05M | 0.27% | 82 |
|
|
2022
Q2 | $81.7M | Buy |
449,711
+11,759
| +3% | +$2.14M | 0.23% | 99 |
|
|
2022
Q1 | $84M | Buy |
437,952
+19,225
| +5% | +$3.69M | 0.21% | 107 |
|
|
2021
Q4 | $99M | Buy |
418,727
+60,813
| +17% | +$14.4M | 0.23% | 96 |
|
|
2021
Q3 | $74.1M | Buy |
357,914
+2,222
| +0.6% | +$460K | 0.19% | 139 |
|
|
2021
Q2 | $78.3M | Buy |
355,692
+82,479
| +30% | +$18.1M | 0.2% | 129 |
|
|
2021
Q1 | $57.2M | Sell |
273,213
-8,947
| -3% | -$1.87M | 0.16% | 163 |
|
|
2020
Q4 | $56.2M | Sell |
282,160
-108,347
| -28% | -$21.6M | 0.17% | 161 |
|
|
2020
Q3 | $71.2M | Buy |
390,507
+13,355
| +4% | +$2.44M | 0.24% | 101 |
|
|
2020
Q2 | $59.6M | Sell |
377,152
-7,316
| -2% | -$1.16M | 0.22% | 122 |
|
|
2020
Q1 | $53.1M | Sell |
384,468
-14,750
| -4% | -$2.04M | 0.24% | 105 |
|
|
2019
Q4 | $68.7M | Buy |
399,218
+23,563
| +6% | +$4.05M | 0.25% | 105 |
|
|
2019
Q3 | $61.6M | Sell |
375,655
-1,623
| -0.4% | -$266K | 0.24% | 107 |
|
|
2019
Q2 | $64.9M | Buy |
377,278
+10,506
| +3% | +$1.81M | 0.25% | 93 |
|
|
2019
Q1 | $55.7M | Buy |
366,772
+156,655
| +75% | +$23.8M | 0.33% | 81 |
|
|
2018
Q4 | $26.5M | Buy |
+210,117
| New | +$26.5M | 0.18% | 153 |
|
|
2017
Q4 | – | Sell |
-2,204
| Closed | -$268K | – | 1281 |
|
|
2017
Q3 | $268K | Buy |
+2,204
| New | +$268K | ﹤0.01% | 1125 |
|