HighTower Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
8,886
-1,596
| -15% | -$280K | ﹤0.01% | 1709 |
|
|
2025
Q1 | $1.9M | Sell |
10,482
-2,064
| -16% | -$374K | ﹤0.01% | 1553 |
|
|
2024
Q4 | $2.63M | Buy |
12,546
+2,242
| +22% | +$469K | ﹤0.01% | 1352 |
|
|
2024
Q3 | $2.21M | Sell |
10,304
-2,357
| -19% | -$506K | ﹤0.01% | 1461 |
|
|
2024
Q2 | $2.53M | Sell |
12,661
-310
| -2% | -$61.9K | ﹤0.01% | 1321 |
|
|
2024
Q1 | $3.14M | Sell |
12,971
-1,054
| -8% | -$255K | 0.01% | 1188 |
|
|
2023
Q4 | $3.05M | Sell |
14,025
-934
| -6% | -$203K | 0.01% | 1212 |
|
|
2023
Q3 | $3.1M | Buy |
14,959
+663
| +5% | +$137K | 0.01% | 1138 |
|
|
2023
Q2 | $3.08M | Buy |
14,296
+2,503
| +21% | +$540K | 0.01% | 1123 |
|
|
2023
Q1 | $2.73M | Sell |
11,793
-119
| -1% | -$27.5K | 0.01% | 1113 |
|
|
2022
Q4 | $2.72M | Buy |
11,912
+233
| +2% | +$53.2K | 0.01% | 1110 |
|
|
2022
Q3 | $2.34M | Sell |
11,679
-483
| -4% | -$96.7K | 0.01% | 1149 |
|
|
2022
Q2 | $2.21M | Buy |
12,162
+159
| +1% | +$28.9K | 0.01% | 1199 |
|
|
2022
Q1 | $2.31M | Sell |
12,003
-423
| -3% | -$81.4K | 0.01% | 1288 |
|
|
2021
Q4 | $2.94M | Buy |
12,426
+6,055
| +95% | +$1.43M | 0.01% | 1153 |
|
|
2021
Q3 | $1.32M | Sell |
6,371
-152
| -2% | -$31.5K | ﹤0.01% | 1505 |
|
|
2021
Q2 | $1.43M | Sell |
6,523
-35
| -0.5% | -$7.68K | ﹤0.01% | 1429 |
|
|
2021
Q1 | $1.37M | Buy |
6,558
+237
| +4% | +$49.7K | ﹤0.01% | 1379 |
|
|
2020
Q4 | $1.26M | Sell |
6,321
-282
| -4% | -$56.3K | 0.01% | 1137 |
|
|
2020
Q3 | $1.2M | Buy |
6,603
+184
| +3% | +$33.3K | 0.01% | 1120 |
|
|
2020
Q2 | $1.02M | Sell |
6,419
-169
| -3% | -$26.8K | 0.01% | 1110 |
|
|
2020
Q1 | $910K | Sell |
6,588
-1,349
| -17% | -$186K | 0.01% | 1048 |
|
|
2019
Q4 | $1.36M | Sell |
7,937
-1,588
| -17% | -$273K | 0.01% | 992 |
|
|
2019
Q3 | $1.56M | Buy |
9,525
+1,015
| +12% | +$166K | 0.01% | 979 |
|
|
2019
Q2 | $1.46M | Buy |
8,510
+1,683
| +25% | +$289K | 0.01% | 1033 |
|
|
2019
Q1 | $1.03M | Buy |
6,827
+3,139
| +85% | +$475K | 0.01% | 1121 |
|
|
2018
Q4 | $465K | Sell |
3,688
-1,379
| -27% | -$174K | ﹤0.01% | 1387 |
|
|
2018
Q3 | $762K | Sell |
5,067
-544
| -10% | -$81.8K | 0.01% | 1256 |
|
|
2018
Q2 | $767K | Sell |
5,611
-431
| -7% | -$58.9K | 0.01% | 1252 |
|
|
2018
Q1 | $861K | Sell |
6,042
-1,233
| -17% | -$176K | 0.01% | 1149 |
|
|
2017
Q4 | $959K | Sell |
7,275
-109
| -1% | -$14.4K | 0.01% | 1127 |
|
|
2017
Q3 | $897K | Sell |
7,384
-400
| -5% | -$48.6K | 0.01% | 1145 |
|
|
2017
Q2 | $881K | Buy |
7,784
+1,821
| +31% | +$206K | 0.01% | 1114 |
|
|
2017
Q1 | $560K | Sell |
5,963
-411
| -6% | -$38.6K | 0.01% | 1273 |
|
|
2016
Q4 | $572K | Sell |
6,374
-177
| -3% | -$15.9K | 0.01% | 1195 |
|
|
2016
Q3 | $613K | Buy |
6,551
+2,635
| +67% | +$247K | 0.01% | 1132 |
|
|
2016
Q2 | $321K | Sell |
3,916
-6,398
| -62% | -$524K | ﹤0.01% | 1295 |
|
|
2016
Q1 | $857K | Sell |
10,314
-1,031
| -9% | -$85.7K | ﹤0.01% | 1053 |
|
|
2015
Q4 | $870K | Buy |
11,345
+7,532
| +198% | +$578K | 0.01% | 1038 |
|
|
2015
Q3 | $271K | Buy |
3,813
+90
| +2% | +$6.4K | ﹤0.01% | 1496 |
|
|
2015
Q2 | $293K | Sell |
3,723
-486
| -12% | -$38.2K | ﹤0.01% | 1208 |
|
|
2015
Q1 | $330K | Buy |
4,209
+1,209
| +40% | +$94.8K | ﹤0.01% | 1203 |
|
|
2014
Q4 | $234K | Sell |
3,000
-83
| -3% | -$6.47K | ﹤0.01% | 1335 |
|
|
2014
Q3 | $223K | Buy |
3,083
+2
| +0.1% | +$145 | ﹤0.01% | 1324 |
|
|
2014
Q2 | $249K | Buy |
3,081
+61
| +2% | +$4.93K | ﹤0.01% | 1309 |
|
|
2014
Q1 | $220K | Sell |
3,020
-1,704
| -36% | -$124K | ﹤0.01% | 1270 |
|
|
2013
Q4 | $349K | Buy |
4,724
+847
| +22% | +$62.6K | 0.01% | 1094 |
|
|
2013
Q3 | $253K | Buy |
3,877
+156
| +4% | +$10.2K | 0.01% | 1061 |
|
|
2013
Q2 | $200K | Buy |
+3,721
| New | +$200K | 0.01% | 1128 |
|