ClearBridge Investments’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.6M | Sell |
328,353
-6,815
| -2% | -$1.2M | 0.05% | 294 |
|
|
2025
Q1 | $60.7M | Buy |
335,168
+20
| +0% | +$3.62K | 0.05% | 281 |
|
|
2024
Q4 | $70.1M | Buy |
335,148
+18
| +0% | +$3.77K | 0.06% | 272 |
|
|
2024
Q3 | $71.9M | Sell |
335,130
-631
| -0.2% | -$135K | 0.06% | 280 |
|
|
2024
Q2 | $67.6M | Buy |
335,761
+89
| +0% | +$17.9K | 0.05% | 277 |
|
|
2024
Q1 | $81.9M | Buy |
335,672
+84
| +0% | +$20.5K | 0.06% | 273 |
|
|
2023
Q4 | $72.9M | Buy |
335,588
+699
| +0.2% | +$152K | 0.06% | 283 |
|
|
2023
Q3 | $69.7M | Buy |
334,889
+666
| +0.2% | +$139K | 0.07% | 264 |
|
|
2023
Q2 | $71.9M | Buy |
334,223
+5,420
| +2% | +$1.17M | 0.06% | 269 |
|
|
2023
Q1 | $76M | Sell |
328,803
-113
| -0% | -$26.1K | 0.07% | 251 |
|
|
2022
Q4 | $75.1M | Buy |
328,916
+745
| +0.2% | +$170K | 0.07% | 248 |
|
|
2022
Q3 | $65.6M | Buy |
328,171
+1,252
| +0.4% | +$250K | 0.07% | 266 |
|
|
2022
Q2 | $59.4M | Buy |
326,919
+2,813
| +0.9% | +$511K | 0.06% | 293 |
|
|
2022
Q1 | $62.1M | Sell |
324,106
-17
| -0% | -$3.26K | 0.05% | 314 |
|
|
2021
Q4 | $76.6M | Buy |
324,123
+147
| +0% | +$34.7K | 0.05% | 286 |
|
|
2021
Q3 | $67M | Buy |
323,976
+2,083
| +0.6% | +$431K | 0.05% | 299 |
|
|
2021
Q2 | $70.8M | Sell |
321,893
-307
| -0.1% | -$67.6K | 0.05% | 305 |
|
|
2021
Q1 | $67.4M | Sell |
322,200
-230,869
| -42% | -$48.3M | 0.05% | 295 |
|
|
2020
Q4 | $110M | Sell |
553,069
-231,764
| -30% | -$46.2M | 0.09% | 196 |
|
|
2020
Q3 | $143M | Sell |
784,833
-30,802
| -4% | -$5.62M | 0.12% | 152 |
|
|
2020
Q2 | $129M | Sell |
815,635
-284,861
| -26% | -$45M | 0.12% | 161 |
|
|
2020
Q1 | $152M | Sell |
1,100,496
-51,165
| -4% | -$7.07M | 0.16% | 131 |
|
|
2019
Q4 | $200M | Buy |
1,151,661
+2,236
| +0.2% | +$387K | 0.17% | 131 |
|
|
2019
Q3 | $188M | Sell |
1,149,425
-54,249
| -5% | -$8.89M | 0.16% | 136 |
|
|
2019
Q2 | $207M | Sell |
1,203,674
-63,912
| -5% | -$11M | 0.18% | 135 |
|
|
2019
Q1 | $192M | Buy |
1,267,586
+11,041
| +0.9% | +$1.68M | 0.17% | 138 |
|
|
2018
Q4 | $159M | Sell |
1,256,545
-34,325
| -3% | -$4.33M | 0.16% | 140 |
|
|
2018
Q3 | $194M | Buy |
1,290,870
+17,572
| +1% | +$2.65M | 0.17% | 139 |
|
|
2018
Q2 | $174M | Sell |
1,273,298
-45,671
| -3% | -$6.23M | 0.14% | 153 |
|
|
2018
Q1 | $188M | Buy |
1,318,969
+5,848
| +0.4% | +$833K | 0.18% | 139 |
|
|
2017
Q4 | $173M | Buy |
1,313,121
+7,496
| +0.6% | +$989K | 0.16% | 144 |
|
|
2017
Q3 | $159M | Sell |
1,305,625
-36,074
| -3% | -$4.38M | 0.15% | 146 |
|
|
2017
Q2 | $152M | Buy |
1,341,699
+14,995
| +1% | +$1.69M | 0.15% | 150 |
|
|
2017
Q1 | $124M | Buy |
1,326,704
+458,726
| +53% | +$42.9M | 0.12% | 167 |
|
|
2016
Q4 | $78.2M | Sell |
867,978
-23,748
| -3% | -$2.14M | 0.09% | 201 |
|
|
2016
Q3 | $83.4M | Sell |
891,726
-47,883
| -5% | -$4.48M | 0.09% | 192 |
|
|
2016
Q2 | $77.1M | Sell |
939,609
-5,944
| -0.6% | -$488K | 0.09% | 196 |
|
|
2016
Q1 | $78.4M | Sell |
945,553
-49,302
| -5% | -$4.09M | 0.09% | 200 |
|
|
2015
Q4 | $76.2M | Buy |
994,855
+44,387
| +5% | +$3.4M | 0.09% | 208 |
|
|
2015
Q3 | $67.8M | Sell |
950,468
-2,246
| -0.2% | -$160K | 0.08% | 225 |
|
|
2015
Q2 | $74.9M | Buy |
952,714
+109,282
| +13% | +$8.59M | 0.08% | 226 |
|
|
2015
Q1 | $64M | Buy |
843,432
+48
| +0% | +$3.64K | 0.07% | 259 |
|
|
2014
Q4 | $65.6M | Sell |
843,384
-9,184
| -1% | -$715K | 0.07% | 252 |
|
|
2014
Q3 | $61.7M | Sell |
852,568
-5,213
| -0.6% | -$377K | 0.07% | 257 |
|
|
2014
Q2 | $69.3M | Sell |
857,781
-23,037
| -3% | -$1.86M | 0.08% | 236 |
|
|
2014
Q1 | $64.2M | Sell |
880,818
-22,582
| -2% | -$1.65M | 0.08% | 240 |
|
|
2013
Q4 | $66.7M | Buy |
903,400
+38,169
| +4% | +$2.82M | 0.08% | 240 |
|
|
2013
Q3 | $56.5M | Buy |
865,231
+83,770
| +11% | +$5.47M | 0.08% | 242 |
|
|
2013
Q2 | $42.1M | Buy |
+781,461
| New | +$42.1M | 0.06% | 260 |
|