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Raymond James Financial Services Advisors’s IDEX IEX Stock Holding History

Raymond James Financial Services 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
Q3 		$1.22M Buy
5,667
+412
+8% +$83K ﹤0.01% 2032
2024
Q2 		$1.06M Sell
5,255
-1,660
-24% -$363K ﹤0.01% 2049
2024
Q1 		$1.69M Buy
6,915
+1,128
+19% +$255K ﹤0.01% 1729
2023
Q4 		$1.26M Buy
5,787
+750
+15% +$151K ﹤0.01% 1853
2023
Q3 		$1.05M Buy
5,037
+20
+0.4% +$4.34K ﹤0.01% 1868
2023
Q2 		$1.08M Buy
5,017
+713
+17% +$150K ﹤0.01% 1879
2023
Q1 		$994K Sell
4,304
-923
-18% -$210K ﹤0.01% 1897
2022
Q4 		$1.19M Buy
5,227
+837
+19% +$187K ﹤0.01% 1724
2022
Q3 		$877K Buy
4,390
+718
+20% +$145K ﹤0.01% 1888
2022
Q2 		$667K Sell
3,672
-180
-5% -$33.9K ﹤0.01% 2093
2022
Q1 		$739K Sell
3,852
-749
-16% -$152K ﹤0.01% 2141
2021
Q4 		$1.09M Buy
4,601
+421
+10% +$95.6K ﹤0.01% 1931
2021
Q3 		$865K Sell
4,180
-251
-6% -$55.7K ﹤0.01% 2053
2021
Q2 		$975K Buy
4,431
+33
+0.8% +$7.29K ﹤0.01% 1959
2021
Q1 		$921K Buy
4,398
+439
+11% +$87K ﹤0.01% 1905
2020
Q4 		$789K Buy
3,959
+260
+7% +$49.4K ﹤0.01% 1857
2020
Q3 		$675K Sell
3,699
-559
-13% -$96.8K ﹤0.01% 1790
2020
Q2 		$673K Sell
4,258
-675
-14% -$103K ﹤0.01% 1736
2020
Q1 		$681K Sell
4,933
-1,114
-18% -$175K ﹤0.01% 1383
2019
Q4 		$1.04M Buy
6,047
+141
+2% +$22.8K ﹤0.01% 1519
2019
Q3 		$968K Buy
5,906
+28
+0.5% +$4.65K ﹤0.01% 1493
2019
Q2 		$1.01M Buy
5,878
+969
+20% +$152K ﹤0.01% 1495
2019
Q1 		$745K Buy
4,909
+214
+5% +$30.3K ﹤0.01% 1636
2018
Q4 		$593K Buy
4,695
+811
+21% +$109K ﹤0.01% 1555
2018
Q3 		$585K Buy
3,884
+571
+17% +$85.1K ﹤0.01% 1799
2018
Q2 		$452K Buy
3,313
+69
+2% +$9.64K ﹤0.01% 1942
2018
Q1 		$462K Buy
3,244
+261
+9% +$36.4K ﹤0.01% 1768
2017
Q4 		$394K Buy
2,983
+137
+5% +$17.6K ﹤0.01% 1847
2017
Q3 		$346K Sell
2,846
-144
-5% -$16.8K ﹤0.01% 1941
2017
Q2 		$338K Buy
+2,990
New +$314K ﹤0.01% 1917

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial Services Advisors's IEX Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its IDEX (IEX) stake by 7.8% in Q3 2024, buying an estimated $83K and bringing the position to 5,667 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

Raymond James Financial Services Advisors first reported a position in IEX in Q2 2017 and has held it in 30 quarters since. The position peaked at $1.69M in Q1 2024. 611 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

  • Raymond James Financial Services Advisors held 5,667 shares of IDEX worth $1.22M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 412 IDEX shares in Q3 2024, an estimated $83K.
  • IDEX made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2032 holding.
  • Raymond James Financial Services Advisors first reported a position in IDEX in Q2 2017 and has held it in 30 quarters since.
  • Raymond James Financial Services Advisors's IDEX position peaked at $1.69M in Q1 2024.
  • 611 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.