LPL Financial’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Sell |
17,949
-2,119
| -11% | -$372K | ﹤0.01% | 2685 |
|
|
2025
Q1 | $3.63M | Buy |
20,068
+366
| +2% | +$66.2K | ﹤0.01% | 2402 |
|
|
2024
Q4 | $4.12M | Buy |
19,702
+2,363
| +14% | +$495K | ﹤0.01% | 2223 |
|
|
2024
Q3 | $3.72M | Sell |
17,339
-589
| -3% | -$126K | ﹤0.01% | 2205 |
|
|
2024
Q2 | $3.61M | Buy |
17,928
+106
| +0.6% | +$21.3K | ﹤0.01% | 2099 |
|
|
2024
Q1 | $4.35M | Buy |
17,822
+4,145
| +30% | +$1.01M | ﹤0.01% | 1889 |
|
|
2023
Q4 | $2.97M | Sell |
13,677
-3,730
| -21% | -$810K | ﹤0.01% | 2076 |
|
|
2023
Q3 | $3.62M | Buy |
17,407
+4,652
| +36% | +$968K | ﹤0.01% | 1798 |
|
|
2023
Q2 | $2.75M | Buy |
12,755
+163
| +1% | +$35.1K | ﹤0.01% | 1984 |
|
|
2023
Q1 | $2.91M | Buy |
12,592
+4,724
| +60% | +$1.09M | ﹤0.01% | 1857 |
|
|
2022
Q4 | $1.8M | Buy |
7,868
+870
| +12% | +$199K | ﹤0.01% | 2142 |
|
|
2022
Q3 | $1.4M | Buy |
6,998
+640
| +10% | +$128K | ﹤0.01% | 2265 |
|
|
2022
Q2 | $1.16M | Sell |
6,358
-1,304
| -17% | -$237K | ﹤0.01% | 2457 |
|
|
2022
Q1 | $1.47M | Buy |
7,662
+1,095
| +17% | +$210K | ﹤0.01% | 2286 |
|
|
2021
Q4 | $1.55M | Buy |
6,567
+33
| +0.5% | +$7.8K | ﹤0.01% | 2278 |
|
|
2021
Q3 | $1.35M | Sell |
6,534
-12
| -0.2% | -$2.48K | ﹤0.01% | 2353 |
|
|
2021
Q2 | $1.44M | Buy |
6,546
+2,842
| +77% | +$625K | ﹤0.01% | 2247 |
|
|
2021
Q1 | $775K | Buy |
3,704
+639
| +21% | +$134K | ﹤0.01% | 2625 |
|
|
2020
Q4 | $611K | Buy |
3,065
+547
| +22% | +$109K | ﹤0.01% | 2575 |
|
|
2020
Q3 | $459K | Buy |
2,518
+488
| +24% | +$89K | ﹤0.01% | 2533 |
|
|
2020
Q2 | $321K | Buy |
2,030
+250
| +14% | +$39.5K | ﹤0.01% | 2768 |
|
|
2020
Q1 | $246K | Sell |
1,780
-59
| -3% | -$8.15K | ﹤0.01% | 2649 |
|
|
2019
Q4 | $316K | Buy |
1,839
+83
| +5% | +$14.3K | ﹤0.01% | 2719 |
|
|
2019
Q3 | $288K | Sell |
1,756
-78
| -4% | -$12.8K | ﹤0.01% | 2707 |
|
|
2019
Q2 | $316K | Sell |
1,834
-204
| -10% | -$35.1K | ﹤0.01% | 2647 |
|
|
2019
Q1 | $309K | Buy |
+2,038
| New | +$309K | ﹤0.01% | 2594 |
|
|
2014
Q1 | – | Sell |
-2,984
| Closed | -$220K | – | 2684 |
|
|
2013
Q4 | $220K | Sell |
2,984
-62
| -2% | -$4.57K | ﹤0.01% | 2363 |
|
|
2013
Q3 | $201K | Buy |
+3,046
| New | +$201K | ﹤0.01% | 2319 |
|