Morgan Stanley’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550M | Sell |
3,133,461
-27,819
| -0.9% | -$4.88M | 0.04% | 470 |
|
|
2025
Q1 | $572M | Buy |
3,161,280
+391,408
| +14% | +$70.8M | 0.04% | 425 |
|
|
2024
Q4 | $580M | Sell |
2,769,872
-123,107
| -4% | -$25.8M | 0.04% | 426 |
|
|
2024
Q3 | $621M | Buy |
2,892,979
+174,096
| +6% | +$37.3M | 0.05% | 389 |
|
|
2024
Q2 | $547M | Buy |
2,718,883
+428,413
| +19% | +$86.2M | 0.04% | 417 |
|
|
2024
Q1 | $559M | Sell |
2,290,470
-2,741,790
| -54% | -$669M | 0.04% | 403 |
|
|
2023
Q4 | $1.09B | Buy |
5,032,260
+2,778,067
| +123% | +$603M | 0.05% | 361 |
|
|
2023
Q3 | $469M | Sell |
2,254,193
-60,765
| -3% | -$12.6M | 0.05% | 383 |
|
|
2023
Q2 | $498M | Buy |
2,314,958
+185,621
| +9% | +$40M | 0.05% | 366 |
|
|
2023
Q1 | $492M | Sell |
2,129,337
-21,997
| -1% | -$5.08M | 0.05% | 353 |
|
|
2022
Q4 | $491M | Buy |
2,151,334
+1,576,263
| +274% | +$360M | 0.06% | 344 |
|
|
2022
Q3 | $115M | Buy |
575,071
+44,809
| +8% | +$8.96M | 0.02% | 812 |
|
|
2022
Q2 | $96.3M | Buy |
530,262
+284,358
| +116% | +$51.6M | 0.01% | 941 |
|
|
2022
Q1 | $47.1M | Buy |
245,904
+34,535
| +16% | +$6.62M | 0.01% | 1338 |
|
|
2021
Q4 | $50M | Buy |
211,369
+36,353
| +21% | +$8.59M | 0.01% | 1333 |
|
|
2021
Q3 | $36.2M | Sell |
175,016
-32,953
| -16% | -$6.82M | ﹤0.01% | 1528 |
|
|
2021
Q2 | $45.8M | Sell |
207,969
-43,831
| -17% | -$9.65M | 0.01% | 1379 |
|
|
2021
Q1 | $52.7M | Sell |
251,800
-6,491
| -3% | -$1.36M | 0.01% | 1140 |
|
|
2020
Q4 | $51.5M | Buy |
258,291
+103,034
| +66% | +$20.5M | 0.01% | 1084 |
|
|
2020
Q3 | $28.3M | Buy |
155,257
+22,430
| +17% | +$4.09M | 0.01% | 1224 |
|
|
2020
Q2 | $21M | Buy |
132,827
+69,476
| +110% | +$11M | ﹤0.01% | 1364 |
|
|
2020
Q1 | $8.75M | Sell |
63,351
-86,803
| -58% | -$12M | ﹤0.01% | 1906 |
|
|
2019
Q4 | $25.8M | Sell |
150,154
-18,130
| -11% | -$3.12M | 0.01% | 1434 |
|
|
2019
Q3 | $27.6M | Buy |
168,284
+72,322
| +75% | +$11.9M | 0.01% | 1252 |
|
|
2019
Q2 | $16.5M | Buy |
95,962
+49,409
| +106% | +$8.51M | ﹤0.01% | 1644 |
|
|
2019
Q1 | $7.06M | Sell |
46,553
-82,419
| -64% | -$12.5M | ﹤0.01% | 2369 |
|
|
2018
Q4 | $16.3M | Sell |
128,972
-197,462
| -60% | -$24.9M | ﹤0.01% | 1644 |
|
|
2018
Q3 | $49.2M | Buy |
326,434
+80,558
| +33% | +$12.1M | 0.01% | 979 |
|
|
2018
Q2 | $33.6M | Sell |
245,876
-26,012
| -10% | -$3.55M | 0.01% | 1166 |
|
|
2018
Q1 | $38.7M | Buy |
271,888
+13,313
| +5% | +$1.9M | 0.01% | 1095 |
|
|
2017
Q4 | $34.1M | Sell |
258,575
-26,969
| -9% | -$3.56M | 0.01% | 1225 |
|
|
2017
Q3 | $34.7M | Buy |
285,544
+146,388
| +105% | +$17.8M | 0.01% | 1141 |
|
|
2017
Q2 | $15.7M | Sell |
139,156
-129,305
| -48% | -$14.6M | ﹤0.01% | 1739 |
|
|
2017
Q1 | $25.1M | Buy |
268,461
+26,955
| +11% | +$2.52M | 0.01% | 1370 |
|
|
2016
Q4 | $21.8M | Buy |
241,506
+44,308
| +22% | +$3.99M | 0.01% | 1450 |
|
|
2016
Q3 | $18.5M | Sell |
197,198
-7,061
| -3% | -$661K | 0.01% | 1518 |
|
|
2016
Q2 | $16.8M | Buy |
204,259
+96,919
| +90% | +$7.96M | 0.01% | 1557 |
|
|
2016
Q1 | $8.9M | Buy |
107,340
+38,040
| +55% | +$3.15M | ﹤0.01% | 1952 |
|
|
2015
Q4 | $5.31M | Buy |
69,300
+53,739
| +345% | +$4.12M | ﹤0.01% | 2609 |
|
|
2015
Q3 | $1.11M | Sell |
15,561
-70,025
| -82% | -$5M | ﹤0.01% | 4019 |
|
|
2015
Q2 | $6.73M | Buy |
85,586
+17,708
| +26% | +$1.39M | ﹤0.01% | 2517 |
|
|
2015
Q1 | $5.15M | Buy |
67,878
+32,356
| +91% | +$2.45M | ﹤0.01% | 2733 |
|
|
2014
Q4 | $2.77M | Sell |
35,522
-208,599
| -85% | -$16.2M | ﹤0.01% | 3269 |
|
|
2014
Q3 | $17.7M | Buy |
244,121
+192,168
| +370% | +$13.9M | 0.01% | 1531 |
|
|
2014
Q2 | $4.2M | Sell |
51,953
-203,357
| -80% | -$16.4M | ﹤0.01% | 2819 |
|
|
2014
Q1 | $18.6M | Buy |
255,310
+168,772
| +195% | +$12.3M | 0.01% | 1431 |
|
|
2013
Q4 | $6.39M | Buy |
86,538
+42,027
| +94% | +$3.1M | ﹤0.01% | 2348 |
|
|
2013
Q3 | $2.9M | Sell |
44,511
-132,328
| -75% | -$8.63M | ﹤0.01% | 2923 |
|
|
2013
Q2 | $9.52M | Buy |
+176,839
| New | +$9.52M | ﹤0.01% | 1746 |
|