Raymond James Financial’s IDEX IEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.1M Sell
74,847
-27,942
-27% -$4.91M ﹤0.01% 1669
2025
Q1
$18.6M Sell
102,789
-66,236
-39% -$12M 0.01% 1367
2024
Q4
$35.4M Buy
+169,025
New +$35.4M 0.01% 926