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Operose Advisors’s IDEX IEX Stock Holding History

Operose Advisors’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-198
Closed -$42.5K – 532
2024
Q3 		$42.5K Hold
198
– – 0.01% 288
2024
Q2 		$39.8K Hold
198
– – 0.01% 262
2024
Q1 		$48.3K Sell
198
-72
-27% -$16.3K 0.02% 249
2023
Q4 		$58.6K Sell
270
-600
-69% -$121K 0.02% 208
2023
Q3 		$181K Buy
+870
New +$189K 0.07% 144

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Operose Advisors's IEX Position: Q4 2024 in Review

Operose Advisors sold out of IDEX (IEX) in Q4 2024, closing a stake of 198 shares — an estimated $42.5K sold.

Operose Advisors first reported a position in IEX in Q3 2023 and held it in 5 quarters. The position peaked at $181K in Q3 2023. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

  • Operose Advisors reported no remaining IDEX position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 198 IDEX shares in Q4 2024, an estimated $42.5K.
  • Operose Advisors first reported a position in IDEX in Q3 2023 and held it in 5 quarters.
  • Operose Advisors's IDEX position peaked at $181K in Q3 2023.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.