HighTower 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 | $812K | Sell |
4,284
-2,823
| -40% | -$557K | ﹤0.01% | 2346 |
|
|
2025
Q4 | $1.26M | Buy |
7,107
+112
| +2% | +$19.1K | ﹤0.01% | 1964 |
|
|
2025
Q3 | $1.14M | Sell |
6,995
-1,891
| -21% | -$319K | ﹤0.01% | 2012 |
|
|
2025
Q2 | $1.56M | Sell |
8,886
-1,596
| -15% | -$283K | ﹤0.01% | 1711 |
|
|
2025
Q1 | $1.9M | Sell |
10,482
-2,064
| -16% | -$411K | ﹤0.01% | 1554 |
|
|
2024
Q4 | $2.63M | Buy |
12,546
+2,242
| +22% | +$491K | ﹤0.01% | 1355 |
|
|
2024
Q3 | $2.21M | Sell |
10,304
-2,357
| -19% | -$475K | ﹤0.01% | 1461 |
|
|
2024
Q2 | $2.53M | Sell |
12,661
-310
| -2% | -$67.7K | ﹤0.01% | 1321 |
|
|
2024
Q1 | $3.14M | Sell |
12,971
-1,054
| -8% | -$238K | 0.01% | 1188 |
|
|
2023
Q4 | $3.04M | Sell |
14,025
-934
| -6% | -$188K | 0.01% | 1215 |
|
|
2023
Q3 | $3.1M | Buy |
14,959
+663
| +5% | +$144K | 0.01% | 1140 |
|
|
2023
Q2 | $3.08M | Buy |
14,296
+2,503
| +21% | +$526K | 0.01% | 1125 |
|
|
2023
Q1 | $2.73M | Sell |
11,793
-119
| -1% | -$27K | 0.01% | 1115 |
|
|
2022
Q4 | $2.72M | Buy |
11,912
+233
| +2% | +$52.1K | 0.01% | 1113 |
|
|
2022
Q3 | $2.34M | Sell |
11,679
-483
| -4% | -$97.6K | 0.01% | 1152 |
|
|
2022
Q2 | $2.21M | Buy |
12,162
+159
| +1% | +$30K | 0.01% | 1203 |
|
|
2022
Q1 | $2.31M | Sell |
12,003
-423
| -3% | -$85.8K | 0.01% | 1289 |
|
|
2021
Q4 | $2.94M | Buy |
12,426
+6,055
| +95% | +$1.38M | 0.01% | 1157 |
|
|
2021
Q3 | $1.32M | Sell |
6,371
-152
| -2% | -$33.7K | ﹤0.01% | 1507 |
|
|
2021
Q2 | $1.43M | Sell |
6,523
-35
| -0.5% | -$7.74K | ﹤0.01% | 1430 |
|
|
2021
Q1 | $1.37M | Buy |
6,558
+237
| +4% | +$47K | ﹤0.01% | 1380 |
|
|
2020
Q4 | $1.26M | Sell |
6,321
-282
| -4% | -$53.6K | 0.01% | 1142 |
|
|
2020
Q3 | $1.2M | Buy |
6,603
+184
| +3% | +$31.9K | 0.01% | 1123 |
|
|
2020
Q2 | $1.02M | Sell |
6,419
-169
| -3% | -$25.8K | 0.01% | 1112 |
|
|
2020
Q1 | $910K | Sell |
6,588
-1,349
| -17% | -$212K | 0.01% | 1055 |
|
|
2019
Q4 | $1.36M | Sell |
7,937
-1,588
| -17% | -$257K | 0.01% | 993 |
|
|
2019
Q3 | $1.55M | Buy |
9,525
+1,015
| +12% | +$168K | 0.01% | 979 |
|
|
2019
Q2 | $1.46M | Buy |
8,510
+1,683
| +25% | +$264K | 0.01% | 1033 |
|
|
2019
Q1 | $1.03M | Buy |
6,827
+3,139
| +85% | +$444K | 0.01% | 1122 |
|
|
2018
Q4 | $465K | Sell |
3,688
-1,379
| -27% | -$185K | ﹤0.01% | 1388 |
|
|
2018
Q3 | $762K | Sell |
5,067
-544
| -10% | -$81.1K | 0.01% | 1256 |
|
|
2018
Q2 | $767K | Sell |
5,611
-431
| -7% | -$60.2K | 0.01% | 1252 |
|
|
2018
Q1 | $861K | Sell |
6,042
-1,233
| -17% | -$172K | 0.01% | 1151 |
|
|
2017
Q4 | $959K | Sell |
7,275
-109
| -1% | -$14K | 0.01% | 1129 |
|
|
2017
Q3 | $897K | Sell |
7,384
-400
| -5% | -$46.7K | 0.01% | 1147 |
|
|
2017
Q2 | $881K | Buy |
7,784
+1,821
| +31% | +$191K | 0.01% | 1116 |
|
|
2017
Q1 | $560K | Sell |
5,963
-411
| -6% | -$37.8K | 0.01% | 1275 |
|
|
2016
Q4 | $572K | Sell |
6,374
-177
| -3% | -$16K | 0.01% | 1195 |
|
|
2016
Q3 | $613K | Buy |
6,551
+2,635
| +67% | +$238K | 0.01% | 1133 |
|
|
2016
Q2 | $321K | Sell |
3,916
-6,398
| -62% | -$532K | ﹤0.01% | 1296 |
|
|
2016
Q1 | $857K | Sell |
10,314
-1,031
| -9% | -$77.3K | 0.01% | 1113 |
|
|
2015
Q4 | $870K | Buy |
11,345
+7,532
| +198% | +$577K | 0.01% | 1040 |
|
|
2015
Q3 | $271K | Buy |
3,813
+90
| +2% | +$6.63K | ﹤0.01% | 1496 |
|
|
2015
Q2 | $293K | Sell |
3,723
-486
| -12% | -$37.6K | ﹤0.01% | 1208 |
|
|
2015
Q1 | $330K | Buy |
4,209
+1,209
| +40% | +$91K | ﹤0.01% | 1203 |
|
|
2014
Q4 | $234K | Sell |
3,000
-83
| -3% | -$6.18K | ﹤0.01% | 1335 |
|
|
2014
Q3 | $223K | Buy |
3,083
+2
| +0.1% | +$154 | ﹤0.01% | 1324 |
|
|
2014
Q2 | $249K | Buy |
3,081
+61
| +2% | +$4.61K | ﹤0.01% | 1320 |
|
|
2014
Q1 | $220K | Sell |
3,020
-1,704
| -36% | -$124K | ﹤0.01% | 1275 |
|
|
2013
Q4 | $349K | Buy |
4,724
+847
| +22% | +$58.9K | 0.01% | 1101 |
|
|
2013
Q3 | $253K | Buy |
3,877
+156
| +4% | +$9.43K | 0.01% | 1078 |
|
|
2013
Q2 | $200K | Buy |
+3,721
| New | +$198K | 0.01% | 1130 |
|
Other funds holding IEX
VCM
VPM
