Marshall Wace’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.64M | Sell |
26,452
-372,608
| -93% | -$65.4M | 0.01% | 1079 |
|
|
2025
Q1 | $72.2M | Buy |
399,060
+40,901
| +11% | +$7.4M | 0.09% | 177 |
|
|
2024
Q4 | $75M | Sell |
358,159
-61,909
| -15% | -$13M | 0.09% | 196 |
|
|
2024
Q3 | $90.1M | Buy |
420,068
+318,510
| +314% | +$68.3M | 0.11% | 154 |
|
|
2024
Q2 | $20.4M | Buy |
101,558
+62,803
| +162% | +$12.6M | 0.03% | 448 |
|
|
2024
Q1 | $9.46M | Buy |
+38,755
| New | +$9.46M | 0.01% | 670 |
|
|
2023
Q4 | – | Sell |
-10,407
| Closed | -$2.16M | – | 2031 |
|
|
2023
Q3 | $2.16M | Buy |
+10,407
| New | +$2.16M | ﹤0.01% | 1030 |
|
|
2022
Q3 | – | Sell |
-1,257
| Closed | -$227K | – | 2790 |
|
|
2022
Q2 | $227K | Sell |
1,257
-26,521
| -95% | -$4.79M | ﹤0.01% | 2429 |
|
|
2022
Q1 | $5.33M | Buy |
27,778
+13,183
| +90% | +$2.53M | 0.01% | 1185 |
|
|
2021
Q4 | $3.45M | Buy |
+14,595
| New | +$3.45M | 0.01% | 1394 |
|
|
2021
Q1 | – | Sell |
-43,017
| Closed | -$8.57M | – | 2296 |
|
|
2020
Q4 | $8.57M | Buy |
43,017
+40,700
| +1,757% | +$8.11M | 0.05% | 364 |
|
|
2020
Q3 | $423K | Sell |
2,317
-35,100
| -94% | -$6.41M | ﹤0.01% | 1244 |
|
|
2020
Q2 | $5.91M | Sell |
37,417
-143,359
| -79% | -$22.7M | 0.04% | 402 |
|
|
2020
Q1 | $25M | Buy |
180,776
+89,995
| +99% | +$12.4M | 0.25% | 87 |
|
|
2019
Q4 | $15.6M | Buy |
90,781
+73,315
| +420% | +$12.6M | 0.11% | 185 |
|
|
2019
Q3 | $2.86M | Sell |
17,466
-20,004
| -53% | -$3.28M | 0.02% | 624 |
|
|
2019
Q2 | $6.45M | Buy |
+37,470
| New | +$6.45M | 0.05% | 395 |
|
|
2019
Q1 | – | Sell |
-749
| Closed | -$95K | – | 1861 |
|
|
2018
Q4 | $95K | Sell |
749
-27,388
| -97% | -$3.47M | ﹤0.01% | 1375 |
|
|
2018
Q3 | $4.24M | Buy |
+28,137
| New | +$4.24M | 0.04% | 494 |
|
|
2017
Q4 | – | Sell |
-5,592
| Closed | -$677K | – | 438 |
|
|
2017
Q3 | $677K | Buy |
+5,592
| New | +$677K | 0.03% | 257 |
|
|
2016
Q4 | – | Sell |
-21,674
| Closed | -$2.03M | – | 1035 |
|
|
2016
Q3 | $2.03M | Sell |
21,674
-6,961
| -24% | -$651K | 0.01% | 590 |
|
|
2016
Q2 | $2.35M | Sell |
28,635
-96,625
| -77% | -$7.93M | 0.02% | 540 |
|
|
2016
Q1 | $10.4M | Buy |
125,260
+37,873
| +43% | +$3.14M | 0.1% | 207 |
|
|
2015
Q4 | $6.7M | Buy |
+87,387
| New | +$6.7M | 0.06% | 321 |
|