Nisa Investment 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 | $6.11M | Buy |
34,810
+4,610
| +15% | +$809K | 0.03% | 360 |
|
|
2025
Q1 | $5.47M | Sell |
30,200
-2,612
| -8% | -$473K | 0.03% | 394 |
|
|
2024
Q4 | $6.87M | Sell |
32,812
-155
| -0.5% | -$32.4K | 0.03% | 374 |
|
|
2024
Q3 | $7.07M | Sell |
32,967
-1,666
| -5% | -$357K | 0.04% | 350 |
|
|
2024
Q2 | $6.97M | Sell |
34,633
-292
| -0.8% | -$58.8K | 0.04% | 350 |
|
|
2024
Q1 | $8.52M | Buy |
34,925
+94
| +0.3% | +$22.9K | 0.06% | 303 |
|
|
2023
Q4 | $7.56M | Sell |
34,831
-352
| -1% | -$76.4K | 0.05% | 307 |
|
|
2023
Q3 | $7.32M | Buy |
35,183
+825
| +2% | +$172K | 0.06% | 313 |
|
|
2023
Q2 | $7.4M | Sell |
34,358
-348
| -1% | -$74.9K | 0.05% | 322 |
|
|
2023
Q1 | $8.02M | Buy |
34,706
+651
| +2% | +$150K | 0.06% | 296 |
|
|
2022
Q4 | $7.78M | Sell |
34,055
-2,797
| -8% | -$639K | 0.06% | 318 |
|
|
2022
Q3 | $7.38M | Buy |
36,852
+432
| +1% | +$86.5K | 0.06% | 294 |
|
|
2022
Q2 | $6.62M | Buy |
36,420
+2,120
| +6% | +$385K | 0.06% | 309 |
|
|
2022
Q1 | $6.58M | Sell |
34,300
-3,280
| -9% | -$629K | 0.05% | 347 |
|
|
2021
Q4 | $8.1M | Sell |
37,580
-4,950
| -12% | -$1.07M | 0.06% | 291 |
|
|
2021
Q3 | $8.8K | Sell |
42,530
-300
| -0.7% | -$62 | 0.05% | 306 |
|
|
2021
Q2 | $9.43K | Sell |
42,830
-7,400
| -15% | -$1.63K | 0.06% | 289 |
|
|
2021
Q1 | $10.5K | Sell |
50,230
-400
| -0.8% | -$84 | 0.07% | 269 |
|
|
2020
Q4 | $10.1M | Buy |
50,630
+900
| +2% | +$179K | 0.06% | 277 |
|
|
2020
Q3 | $9.07M | Sell |
49,730
-200
| -0.4% | -$36.5K | 0.07% | 253 |
|
|
2020
Q2 | $7.89M | Hold |
49,930
| – | – | 0.07% | 251 |
|
|
2020
Q1 | $6.9M | Buy |
49,930
+3,800
| +8% | +$525K | 0.08% | 232 |
|
|
2019
Q4 | $7.93M | Sell |
46,130
-900
| -2% | -$155K | 0.07% | 271 |
|
|
2019
Q3 | $7.71M | Sell |
47,030
-50
| -0.1% | -$8.19K | 0.07% | 275 |
|
|
2019
Q2 | $8.1M | Sell |
47,080
-3,680
| -7% | -$633K | 0.08% | 256 |
|
|
2019
Q1 | $7.7M | Sell |
50,760
-377
| -0.7% | -$57.2K | 0.08% | 256 |
|
|
2018
Q4 | $6.46M | Buy |
51,137
+3,857
| +8% | +$487K | 0.07% | 261 |
|
|
2018
Q3 | $7.12M | Hold |
47,280
| – | – | 0.06% | 284 |
|
|
2018
Q2 | $6.45M | Buy |
47,280
+100
| +0.2% | +$13.6K | 0.07% | 287 |
|
|
2018
Q1 | $6.7M | Sell |
47,180
-4,000
| -8% | -$568K | 0.07% | 271 |
|
|
2017
Q4 | $6.75M | Buy |
51,180
+150
| +0.3% | +$19.8K | 0.07% | 277 |
|
|
2017
Q3 | $6.2M | Hold |
51,030
| – | – | 0.07% | 281 |
|
|
2017
Q2 | $5.74M | Hold |
51,030
| – | – | 0.07% | 301 |
|
|
2017
Q1 | $4.77M | Sell |
51,030
-500
| -1% | -$46.8K | 0.06% | 343 |
|
|
2016
Q4 | $4.64M | Hold |
51,530
| – | – | 0.06% | 334 |
|
|
2016
Q3 | $4.82M | Hold |
51,530
| – | – | 0.06% | 326 |
|
|
2016
Q2 | $4.23M | Sell |
51,530
-200
| -0.4% | -$16.4K | 0.06% | 346 |
|
|
2016
Q1 | $4.29M | Buy |
51,730
+10,000
| +24% | +$829K | 0.06% | 327 |
|
|
2015
Q4 | $3.2M | Sell |
41,730
-100
| -0.2% | -$7.66K | 0.05% | 391 |
|
|
2015
Q3 | $2.98M | Buy |
41,830
+100
| +0.2% | +$7.13K | 0.05% | 406 |
|
|
2015
Q2 | $3.28M | Hold |
41,730
| – | – | 0.05% | 394 |
|
|
2015
Q1 | $3.16M | Sell |
41,730
-2,100
| -5% | -$159K | 0.04% | 420 |
|
|
2014
Q4 | $3.41M | Buy |
43,830
+2,400
| +6% | +$187K | 0.05% | 397 |
|
|
2014
Q3 | $3M | Buy |
41,430
+100
| +0.2% | +$7.24K | 0.04% | 423 |
|
|
2014
Q2 | $3.34M | Sell |
41,330
-200
| -0.5% | -$16.1K | 0.05% | 387 |
|
|
2014
Q1 | $3.03M | Hold |
41,530
| – | – | 0.04% | 418 |
|
|
2013
Q4 | $3.07M | Sell |
41,530
-1,900
| -4% | -$140K | 0.04% | 398 |
|
|
2013
Q3 | $2.83M | Hold |
43,430
| – | – | 0.04% | 407 |
|
|
2013
Q2 | $2.34M | Buy |
+43,430
| New | +$2.34M | 0.04% | 463 |
|