Bank of America’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.5M | Sell |
401,728
-8,218
| -2% | -$1.44M | 0.01% | 1263 |
|
|
2025
Q1 | $74.2M | Sell |
409,946
-600
| -0.1% | -$109K | 0.01% | 1153 |
|
|
2024
Q4 | $85.9M | Sell |
410,546
-124,213
| -23% | -$26M | 0.01% | 997 |
|
|
2024
Q3 | $115M | Buy |
534,759
+30,593
| +6% | +$6.56M | 0.01% | 895 |
|
|
2024
Q2 | $101M | Sell |
504,166
-11,523
| -2% | -$2.32M | 0.01% | 917 |
|
|
2024
Q1 | $126M | Buy |
515,689
+46,185
| +10% | +$11.3M | 0.01% | 825 |
|
|
2023
Q4 | $102M | Sell |
469,504
-27,635
| -6% | -$6M | 0.01% | 846 |
|
|
2023
Q3 | $103M | Sell |
497,139
-29,154
| -6% | -$6.06M | 0.01% | 779 |
|
|
2023
Q2 | $113M | Sell |
526,293
-51,517
| -9% | -$11.1M | 0.01% | 755 |
|
|
2023
Q1 | $133M | Buy |
577,810
+9,750
| +2% | +$2.25M | 0.01% | 727 |
|
|
2022
Q4 | $130M | Buy |
568,060
+16,811
| +3% | +$3.84M | 0.01% | 689 |
|
|
2022
Q3 | $110M | Sell |
551,249
-26,472
| -5% | -$5.29M | 0.01% | 730 |
|
|
2022
Q2 | $105M | Sell |
577,721
-46,874
| -8% | -$8.51M | 0.01% | 782 |
|
|
2022
Q1 | $120M | Sell |
624,595
-44,565
| -7% | -$8.54M | 0.01% | 803 |
|
|
2021
Q4 | $158M | Sell |
669,160
-38,051
| -5% | -$8.99M | 0.02% | 703 |
|
|
2021
Q3 | $146M | Buy |
707,211
+29,140
| +4% | +$6.03M | 0.02% | 717 |
|
|
2021
Q2 | $149M | Buy |
678,071
+5,366
| +0.8% | +$1.18M | 0.02% | 709 |
|
|
2021
Q1 | $141M | Buy |
672,705
+22,022
| +3% | +$4.61M | 0.02% | 692 |
|
|
2020
Q4 | $130M | Sell |
650,683
-80,650
| -11% | -$16.1M | 0.02% | 623 |
|
|
2020
Q3 | $133M | Buy |
731,333
+95,739
| +15% | +$17.5M | 0.02% | 602 |
|
|
2020
Q2 | $100M | Sell |
635,594
-14,118
| -2% | -$2.23M | 0.02% | 657 |
|
|
2020
Q1 | $89.7M | Buy |
649,712
+60,579
| +10% | +$8.37M | 0.02% | 632 |
|
|
2019
Q4 | $101M | Buy |
589,133
+26,608
| +5% | +$4.58M | 0.01% | 693 |
|
|
2019
Q3 | $92.2M | Buy |
562,525
+55,231
| +11% | +$9.05M | 0.01% | 709 |
|
|
2019
Q2 | $87.3M | Buy |
507,294
+80,002
| +19% | +$13.8M | 0.01% | 730 |
|
|
2019
Q1 | $64.8M | Buy |
427,292
+79,995
| +23% | +$12.1M | 0.01% | 859 |
|
|
2018
Q4 | $43.9M | Buy |
347,297
+14,141
| +4% | +$1.79M | 0.01% | 953 |
|
|
2018
Q3 | $50.2M | Sell |
333,156
-1,764
| -0.5% | -$266K | 0.01% | 973 |
|
|
2018
Q2 | $45.7M | Sell |
334,920
-27,864
| -8% | -$3.8M | 0.01% | 1007 |
|
|
2018
Q1 | $51.7M | Buy |
362,784
+92,044
| +34% | +$13.1M | 0.01% | 905 |
|
|
2017
Q4 | $35.7M | Sell |
270,740
-97,317
| -26% | -$12.8M | 0.01% | 1147 |
|
|
2017
Q3 | $44.7M | Buy |
368,057
+83,510
| +29% | +$10.1M | 0.01% | 1075 |
|
|
2017
Q2 | $32.2M | Sell |
284,547
-23,358
| -8% | -$2.64M | 0.01% | 1142 |
|
|
2017
Q1 | $28.8M | Sell |
307,905
-44,741
| -13% | -$4.18M | 0.01% | 1231 |
|
|
2016
Q4 | $31.8M | Buy |
352,646
+43,060
| +14% | +$3.88M | 0.01% | 1097 |
|
|
2016
Q3 | $29M | Sell |
309,586
-16,886
| -5% | -$1.58M | 0.01% | 1138 |
|
|
2016
Q2 | $26.8M | Sell |
326,472
-82,857
| -20% | -$6.8M | 0.01% | 1141 |
|
|
2016
Q1 | $33.9M | Buy |
409,329
+71,747
| +21% | +$5.95M | 0.01% | 997 |
|
|
2015
Q4 | $25.9M | Buy |
337,582
+12,930
| +4% | +$991K | 0.01% | 1176 |
|
|
2015
Q3 | $23.1M | Buy |
324,652
+219,886
| +210% | +$15.7M | 0.01% | 1237 |
|
|
2015
Q2 | $8.23M | Buy |
104,766
+5,349
| +5% | +$420K | ﹤0.01% | 1663 |
|
|
2015
Q1 | $7.54M | Buy |
99,417
+1,726
| +2% | +$131K | ﹤0.01% | 1696 |
|
|
2014
Q4 | $7.6M | Sell |
97,691
-8,276
| -8% | -$644K | ﹤0.01% | 1650 |
|
|
2014
Q3 | $7.67M | Sell |
105,967
-32,847
| -24% | -$2.38M | ﹤0.01% | 1674 |
|
|
2014
Q2 | $11.2M | Buy |
138,814
+2,163
| +2% | +$175K | ﹤0.01% | 1422 |
|
|
2014
Q1 | $9.96M | Sell |
136,651
-120,184
| -47% | -$8.76M | ﹤0.01% | 1437 |
|
|
2013
Q4 | $19M | Buy |
256,835
+176,093
| +218% | +$13M | 0.01% | 1054 |
|
|
2013
Q3 | $5.27M | Sell |
80,742
-2,101
| -3% | -$137K | ﹤0.01% | 1792 |
|
|
2013
Q2 | $4.46M | Buy |
+82,843
| New | +$4.46M | ﹤0.01% | 1832 |
|