SEI Investments’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.2M | Sell |
143,447
-34,827
| -20% | -$6.11M | 0.03% | 602 |
|
|
2025
Q1 | $32.3M | Buy |
178,274
+40,641
| +30% | +$7.35M | 0.04% | 470 |
|
|
2024
Q4 | $28.8M | Sell |
137,633
-207
| -0.2% | -$43.3K | 0.04% | 510 |
|
|
2024
Q3 | $29.6M | Buy |
137,840
+20,883
| +18% | +$4.48M | 0.04% | 500 |
|
|
2024
Q2 | $23.5M | Buy |
116,957
+15,616
| +15% | +$3.14M | 0.03% | 542 |
|
|
2024
Q1 | $24.7M | Sell |
101,341
-3,721
| -4% | -$908K | 0.04% | 511 |
|
|
2023
Q4 | $22.8M | Sell |
105,062
-15,691
| -13% | -$3.41M | 0.04% | 510 |
|
|
2023
Q3 | $25.1M | Buy |
120,753
+1,253
| +1% | +$261K | 0.05% | 445 |
|
|
2023
Q2 | $25.7M | Buy |
119,500
+3,872
| +3% | +$833K | 0.04% | 459 |
|
|
2023
Q1 | $26.7M | Buy |
115,628
+20,747
| +22% | +$4.79M | 0.05% | 419 |
|
|
2022
Q4 | $21.7M | Sell |
94,881
-7,493
| -7% | -$1.71M | 0.05% | 429 |
|
|
2022
Q3 | $20.5M | Buy |
102,374
+14,310
| +16% | +$2.86M | 0.05% | 454 |
|
|
2022
Q2 | $16M | Buy |
88,064
+5,240
| +6% | +$952K | 0.03% | 556 |
|
|
2022
Q1 | $15.9M | Buy |
82,824
+16,117
| +24% | +$3.09M | 0.03% | 577 |
|
|
2021
Q4 | $15.8M | Buy |
66,707
+9,592
| +17% | +$2.27M | 0.03% | 580 |
|
|
2021
Q3 | $11.8M | Sell |
57,115
-29,494
| -34% | -$6.1M | 0.02% | 675 |
|
|
2021
Q2 | $19.1M | Buy |
86,609
+3,057
| +4% | +$673K | 0.04% | 425 |
|
|
2021
Q1 | $17.4M | Buy |
83,552
+1,603
| +2% | +$335K | 0.04% | 425 |
|
|
2020
Q4 | $16.3M | Sell |
81,949
-10,985
| -12% | -$2.19M | 0.04% | 424 |
|
|
2020
Q3 | $17M | Sell |
92,934
-4,743
| -5% | -$865K | 0.05% | 354 |
|
|
2020
Q2 | $15.4M | Sell |
97,677
-542
| -0.6% | -$85.7K | 0.05% | 377 |
|
|
2020
Q1 | $13.6M | Buy |
98,219
+30,583
| +45% | +$4.22M | 0.05% | 360 |
|
|
2019
Q4 | $11.6M | Sell |
67,636
-37,191
| -35% | -$6.4M | 0.03% | 513 |
|
|
2019
Q3 | $17.2M | Sell |
104,827
-3,625
| -3% | -$594K | 0.04% | 379 |
|
|
2019
Q2 | $18.7M | Buy |
108,452
+14,154
| +15% | +$2.44M | 0.06% | 317 |
|
|
2019
Q1 | $14.3M | Buy |
94,298
+5,737
| +6% | +$871K | 0.05% | 412 |
|
|
2018
Q4 | $13.1M | Buy |
88,561
+11,136
| +14% | +$1.64M | 0.05% | 433 |
|
|
2018
Q3 | $11.7M | Sell |
77,425
-2,722
| -3% | -$410K | 0.04% | 463 |
|
|
2018
Q2 | $10.9M | Buy |
80,147
+2,610
| +3% | +$356K | 0.04% | 531 |
|
|
2018
Q1 | $11.1M | Sell |
77,537
-40,857
| -35% | -$5.82M | 0.04% | 472 |
|
|
2017
Q4 | $15.6M | Buy |
118,394
+9,361
| +9% | +$1.24M | 0.05% | 423 |
|
|
2017
Q3 | $13.2M | Sell |
109,033
-4,588
| -4% | -$557K | 0.05% | 473 |
|
|
2017
Q2 | $12.8M | Sell |
113,621
-14,785
| -12% | -$1.67M | 0.05% | 448 |
|
|
2017
Q1 | $12M | Buy |
128,406
+13,505
| +12% | +$1.26M | 0.05% | 437 |
|
|
2016
Q4 | $10.3M | Sell |
114,901
-4,635
| -4% | -$417K | 0.05% | 472 |
|
|
2016
Q3 | $11.2M | Sell |
119,536
-8,352
| -7% | -$781K | 0.06% | 416 |
|
|
2016
Q2 | $10.5M | Buy |
127,888
+11,044
| +9% | +$907K | 0.06% | 390 |
|
|
2016
Q1 | $9.68M | Buy |
116,844
+3,158
| +3% | +$262K | 0.06% | 392 |
|
|
2015
Q4 | $8.71M | Buy |
113,686
+107,059
| +1,615% | +$8.2M | 0.05% | 437 |
|
|
2015
Q3 | $472K | Buy |
6,627
+5,674
| +595% | +$404K | ﹤0.01% | 1304 |
|
|
2015
Q2 | $75K | Buy |
953
+103
| +12% | +$8.11K | ﹤0.01% | 1607 |
|
|
2015
Q1 | $63K | Sell |
850
-97
| -10% | -$7.19K | ﹤0.01% | 1645 |
|
|
2014
Q4 | $73K | Buy |
+947
| New | +$73K | ﹤0.01% | 1636 |
|