Citadel Advisors’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 | $153M | Buy |
808,651
+253,830
| +46% | +$50.1M | 0.11% | 576 |
|
|
2025
Q4 | $98.7M | Buy |
554,821
+217,876
| +65% | +$37.2M | 0.07% | 877 |
|
|
2025
Q3 | $54.8M | Buy |
336,945
+246,464
| +272% | +$41.6M | 0.04% | 1287 |
|
|
2025
Q2 | $15.9M | Buy |
90,481
+75,703
| +512% | +$13.4M | 0.01% | 2427 |
|
|
2025
Q1 | $2.67M | Sell |
14,778
-400,953
| -96% | -$79.8M | ﹤0.01% | 4972 |
|
|
2024
Q4 | $87M | Buy |
415,731
+334,403
| +411% | +$73.2M | 0.08% | 825 |
|
|
2024
Q3 | $17.4M | Sell |
81,328
-80,098
| -50% | -$16.1M | 0.02% | 2196 |
|
|
2024
Q2 | $32.5M | Buy |
+161,426
| New | +$35.3M | 0.03% | 1535 |
|
|
2024
Q1 | – | Sell |
-252,467
| Closed | -$57M | – | 15017 |
|
|
2023
Q4 | $54.8M | Buy |
252,467
+231,238
| +1,089% | +$46.6M | 0.06% | 1105 |
|
|
2023
Q3 | $4.42M | Sell |
21,229
-218,521
| -91% | -$47.4M | ﹤0.01% | 3869 |
|
|
2023
Q2 | $51.6M | Buy |
239,750
+238,127
| +14,672% | +$50.1M | 0.06% | 1022 |
|
|
2023
Q1 | $375K | Sell |
1,623
-772
| -32% | -$175K | ﹤0.01% | 8912 |
|
|
2022
Q4 | $547K | Sell |
2,395
-21,312
| -90% | -$4.76M | ﹤0.01% | 8050 |
|
|
2022
Q3 | $4.74M | Sell |
23,707
-182,156
| -88% | -$36.8M | 0.01% | 3961 |
|
|
2022
Q2 | $37.4M | Sell |
205,863
-55,824
| -21% | -$10.5M | 0.05% | 1255 |
|
|
2022
Q1 | $50.2M | Buy |
261,687
+163,717
| +167% | +$33.2M | 0.06% | 1115 |
|
|
2021
Q4 | $23.2M | Sell |
97,970
-44,823
| -31% | -$10.2M | 0.02% | 1859 |
|
|
2021
Q3 | $29.6M | Buy |
142,793
+138,986
| +3,651% | +$30.9M | 0.03% | 1582 |
|
|
2021
Q2 | $838K | Sell |
3,807
-34,111
| -90% | -$7.54M | ﹤0.01% | 8813 |
|
|
2021
Q1 | $7.94M | Buy |
37,918
+31,265
| +470% | +$6.2M | 0.01% | 3348 |
|
|
2020
Q4 | $1.33M | Sell |
6,653
-92,621
| -93% | -$17.6M | ﹤0.01% | 6191 |
|
|
2020
Q3 | $18.1M | Buy |
99,274
+53,582
| +117% | +$9.28M | 0.02% | 1664 |
|
|
2020
Q2 | $7.22M | Sell |
45,692
-127,759
| -74% | -$19.5M | 0.01% | 2598 |
|
|
2020
Q1 | $24M | Buy |
173,451
+172,260
| +14,463% | +$27M | 0.04% | 1088 |
|
|
2019
Q4 | $205K | Sell |
1,191
-86,803
| -99% | -$14M | ﹤0.01% | 8144 |
|
|
2019
Q3 | $14.4M | Buy |
87,994
+82,560
| +1,519% | +$13.7M | 0.02% | 1807 |
|
|
2019
Q2 | $935K | Sell |
5,434
-208
| -4% | -$32.7K | ﹤0.01% | 5799 |
|
|
2019
Q1 | $856K | Sell |
5,642
-71,115
| -93% | -$10.1M | ﹤0.01% | 5873 |
|
|
2018
Q4 | $9.69M | Buy |
76,757
+11,647
| +18% | +$1.56M | 0.01% | 1930 |
|
|
2018
Q3 | $9.81M | Buy |
65,110
+59,901
| +1,150% | +$8.93M | 0.01% | 2122 |
|
|
2018
Q2 | $711K | Sell |
5,209
-10,926
| -68% | -$1.53M | ﹤0.01% | 5800 |
|
|
2018
Q1 | $2.3M | Buy |
16,135
+1,441
| +10% | +$201K | ﹤0.01% | 3515 |
|
|
2017
Q4 | $1.94M | Sell |
14,694
-76,526
| -84% | -$9.85M | ﹤0.01% | 3681 |
|
|
2017
Q3 | $11.1M | Buy |
91,220
+83,666
| +1,108% | +$9.77M | 0.02% | 1510 |
|
|
2017
Q2 | $854K | Sell |
7,554
-44,751
| -86% | -$4.7M | ﹤0.01% | 4325 |
|
|
2017
Q1 | $4.89M | Buy |
52,305
+18,557
| +55% | +$1.7M | 0.01% | 2073 |
|
|
2016
Q4 | $3.04M | Buy |
33,748
+24,525
| +266% | +$2.22M | 0.01% | 2482 |
|
|
2016
Q3 | $863K | Sell |
9,223
-270
| -3% | -$24.4K | ﹤0.01% | 4030 |
|
|
2016
Q2 | $779K | Sell |
9,493
-240,636
| -96% | -$20M | ﹤0.01% | 3889 |
|
|
2016
Q1 | $20.7M | Buy |
250,129
+47,423
| +23% | +$3.56M | 0.05% | 724 |
|
|
2015
Q4 | $15.5M | Buy |
202,706
+185,479
| +1,077% | +$14.2M | 0.03% | 989 |
|
|
2015
Q3 | $1.23M | Buy |
17,227
+9,792
| +132% | +$721K | ﹤0.01% | 3552 |
|
|
2015
Q2 | $584K | Sell |
7,435
-87,170
| -92% | -$6.75M | ﹤0.01% | 4724 |
|
|
2015
Q1 | $7.17M | Buy |
94,605
+58,462
| +162% | +$4.4M | 0.01% | 1699 |
|
|
2014
Q4 | $2.81M | Sell |
36,143
-19,229
| -35% | -$1.43M | ﹤0.01% | 2549 |
|
|
2014
Q3 | $4.01M | Buy |
55,372
+47,788
| +630% | +$3.69M | 0.01% | 2190 |
|
|
2014
Q2 | $613K | Sell |
7,584
-26,956
| -78% | -$2.04M | ﹤0.01% | 4126 |
|
|
2014
Q1 | $2.52M | Buy |
34,540
+17,580
| +104% | +$1.28M | 0.01% | 2420 |
|
|
2013
Q4 | $1.25M | Buy |
16,960
+12,524
| +282% | +$870K | ﹤0.01% | 3002 |
|
|
2013
Q3 | $290K | Buy |
+4,436
| New | +$268K | ﹤0.01% | 4390 |
|
Other funds holding IEX
VCM
VPM
