EAM
EdenTree Asset Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $887K | Sell |
5,051
-32,710
| -87% | -$5.74M | 0.25% | 53 |
|
|
2025
Q1 | $6.83M | Sell |
37,761
-90
| -0.2% | -$16.3K | 2.29% | 19 |
|
|
2024
Q4 | $7.93M | Hold |
37,851
| – | – | 2.3% | 18 |
|
|
2024
Q3 | $8.12M | Buy |
37,851
+32,800
| +649% | +$7.03M | 2.35% | 18 |
|
|
2024
Q2 | $1.02M | Hold |
5,051
| – | – | 0.32% | 56 |
|
|
2024
Q1 | $1.23M | Buy |
5,051
+344
| +7% | +$83.9K | 0.39% | 49 |
|
|
2023
Q4 | $1.02M | Buy |
4,707
+1,112
| +31% | +$241K | 0.32% | 60 |
|
|
2023
Q3 | $748K | Hold |
3,595
| – | – | 0.29% | 48 |
|
|
2023
Q2 | $774K | Buy |
+3,595
| New | +$774K | 0.27% | 53 |
|