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Bleakley Financial Group’s IDEX IEX Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-1,214
Closed -$254K – 727
2024
Q4 		$254K Buy
1,214
+48
+4% +$10.5K 0.01% 859
2024
Q3 		$250K Sell
1,166
-69
-6% -$13.9K 0.01% 857
2024
Q2 		$249K Sell
1,235
-19
-2% -$4.15K 0.01% 815
2024
Q1 		$306K Buy
1,254
+11
+0.9% +$2.48K 0.01% 753
2023
Q4 		$270K Sell
1,243
-59
-5% -$11.9K 0.01% 764
2023
Q3 		$271K Sell
1,302
-137
-10% -$29.7K 0.01% 715
2023
Q2 		$310K Sell
1,439
-92
-6% -$19.3K 0.01% 712
2023
Q1 		$354K Sell
1,531
-6
-0.4% -$1.36K 0.01% 662
2022
Q4 		$351K Buy
+1,537
New +$343K 0.01% 646

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bleakley Financial Group's IEX Position: Q1 2025 in Review

Bleakley Financial Group sold out of IDEX (IEX) in Q1 2025, closing a stake of 1,214 shares — an estimated $254K sold.

Bleakley Financial Group first reported a position in IEX in Q4 2022 and held it in 9 quarters. The position peaked at $354K in Q1 2023. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

  • Bleakley Financial Group reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 1,214 IDEX shares in Q1 2025, an estimated $254K.
  • Bleakley Financial Group first reported a position in IDEX in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's IDEX position peaked at $354K in Q1 2023.
  • 638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.