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BlackRock Investment Management’s IDEX IEX Stock Holding History

BlackRock Investment Management’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$24.5M Buy
272,479
+41,948
+18% +$3.79M 0.03% 552
2016
Q3 		$21.6M Sell
230,531
-765
-0.3% -$69.1K 0.03% 552
2016
Q2 		$19M Buy
231,296
+5,620
+2% +$468K 0.02% 596
2016
Q1 		$18.7M Sell
225,676
-10,798
-5% -$810K 0.02% 610
2015
Q4 		$18.1M Sell
236,474
-2,064
-0.9% -$158K 0.02% 624
2015
Q3 		$17M Sell
238,538
-8,426
-3% -$621K 0.02% 633
2015
Q2 		$19.4M Buy
246,964
+11,132
+5% +$862K 0.02% 603
2015
Q1 		$17.9M Sell
235,832
-2,064
-0.9% -$155K 0.02% 620
2014
Q4 		$18.5M Sell
237,896
-4,887
-2% -$364K 0.02% 580
2014
Q3 		$17.6M Sell
242,783
-1,733
-0.7% -$134K 0.02% 585
2014
Q2 		$19.7M Sell
244,516
-2,650
-1% -$200K 0.03% 553
2014
Q1 		$18M Buy
247,166
+840
+0.3% +$61.1K 0.03% 565
2013
Q4 		$18.2M Buy
246,326
+14,985
+6% +$1.04M 0.03% 544
2013
Q3 		$15.1M Buy
231,341
+20,749
+10% +$1.25M 0.02% 591
2013
Q2 		$11.3M Buy
+210,592
New +$11.2M 0.02% 682

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BlackRock Investment Management's IEX Position: Q4 2016 in Review

BlackRock Investment Management increased its IDEX (IEX) stake by 18% in Q4 2016, buying an estimated $3.79M and bringing the position to 272,479 shares worth $24.5M. The position accounts for 0.03% of the portfolio, ranked #552.

BlackRock Investment Management first reported a position in IEX in Q2 2013 and has held it in 15 quarters since. 327 funds tracked by Wall St. Rank hold IEX as of Q4 2016.

  • BlackRock Investment Management held 272,479 shares of IDEX worth $24.5M as of Q4 2016.
  • BlackRock Investment Management bought 41,948 IDEX shares in Q4 2016, an estimated $3.79M.
  • IDEX made up 0.03% of BlackRock Investment Management's portfolio in Q4 2016, its #552 holding.
  • BlackRock Investment Management first reported a position in IDEX in Q2 2013 and has held it in 15 quarters since.
  • 327 funds tracked by Wall St. Rank held IDEX as of Q4 2016.

Based on BlackRock Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.