Sumitomo Mitsui Trust Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4M | Buy |
173,298
+566
| +0.3% | +$99.4K | 0.02% | 582 |
|
|
2025
Q1 | $31.3M | Buy |
172,732
+631
| +0.4% | +$114K | 0.02% | 565 |
|
|
2024
Q4 | $36M | Buy |
172,101
+4,078
| +2% | +$853K | 0.02% | 534 |
|
|
2024
Q3 | $36M | Buy |
168,023
+4,465
| +3% | +$958K | 0.03% | 543 |
|
|
2024
Q2 | $32.9M | Sell |
163,558
-20,387
| -11% | -$4.1M | 0.02% | 533 |
|
|
2024
Q1 | $44.9M | Buy |
183,945
+3,391
| +2% | +$827K | 0.03% | 522 |
|
|
2023
Q4 | $39.2M | Sell |
180,554
-1,297
| -0.7% | -$282K | 0.03% | 549 |
|
|
2023
Q3 | $37.8M | Sell |
181,851
-4,550
| -2% | -$946K | 0.03% | 535 |
|
|
2023
Q2 | $40.1M | Sell |
186,401
-26,810
| -13% | -$5.77M | 0.03% | 536 |
|
|
2023
Q1 | $49.3M | Sell |
213,211
-16,226
| -7% | -$3.75M | 0.04% | 502 |
|
|
2022
Q4 | $52.4M | Sell |
229,437
-9,813
| -4% | -$2.24M | 0.04% | 480 |
|
|
2022
Q3 | $47.8M | Sell |
239,250
-50,635
| -17% | -$10.1M | 0.04% | 492 |
|
|
2022
Q2 | $52.7M | Buy |
289,885
+83,179
| +40% | +$15.1M | 0.04% | 489 |
|
|
2022
Q1 | $39.6M | Sell |
206,706
-746
| -0.4% | -$143K | 0.03% | 598 |
|
|
2021
Q4 | $49M | Sell |
207,452
-50,723
| -20% | -$12M | 0.03% | 541 |
|
|
2021
Q3 | $53.4M | Sell |
258,175
-12,590
| -5% | -$2.61M | 0.03% | 530 |
|
|
2021
Q2 | $59.6M | Buy |
270,765
+29,412
| +12% | +$6.47M | 0.04% | 500 |
|
|
2021
Q1 | $50.5M | Sell |
241,353
-12,443
| -5% | -$2.6M | 0.03% | 540 |
|
|
2020
Q4 | $50.6M | Sell |
253,796
-31,456
| -11% | -$6.27M | 0.03% | 526 |
|
|
2020
Q3 | $52M | Sell |
285,252
-53,433
| -16% | -$9.75M | 0.04% | 479 |
|
|
2020
Q2 | $53.4M | Sell |
338,685
-2,794
| -0.8% | -$440K | 0.04% | 475 |
|
|
2020
Q1 | $47.2M | Buy |
341,479
+47,510
| +16% | +$6.56M | 0.04% | 453 |
|
|
2019
Q4 | $50.4M | Buy |
293,969
+3,654
| +1% | +$627K | 0.04% | 481 |
|
|
2019
Q3 | $47.6M | Buy |
290,315
+1,372
| +0.5% | +$225K | 0.04% | 463 |
|
|
2019
Q2 | $49.7M | Sell |
288,943
-1,059
| -0.4% | -$182K | 0.04% | 437 |
|
|
2019
Q1 | $44M | Buy |
290,002
+23,890
| +9% | +$3.63M | 0.04% | 468 |
|
|
2018
Q4 | $33M | Buy |
266,112
+17,842
| +7% | +$2.22M | 0.04% | 502 |
|
|
2018
Q3 | $37.4M | Buy |
248,270
+2,920
| +1% | +$440K | 0.04% | 472 |
|
|
2018
Q2 | $33.5M | Buy |
245,350
+16,995
| +7% | +$2.32M | 0.04% | 494 |
|
|
2018
Q1 | $32.5M | Buy |
228,355
+9,724
| +4% | +$1.39M | 0.04% | 470 |
|
|
2017
Q4 | $28.9M | Buy |
218,631
+8,250
| +4% | +$1.09M | 0.04% | 510 |
|
|
2017
Q3 | $25.6M | Sell |
210,381
-2,627
| -1% | -$319K | 0.04% | 516 |
|
|
2017
Q2 | $24.1M | Buy |
+213,008
| New | +$24.1M | 0.04% | 534 |
|