Truist Financial’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.59M | Sell |
43,233
-1,160
| -3% | -$204K | 0.01% | 679 |
|
|
2025
Q1 | $8.03M | Sell |
44,393
-4,498
| -9% | -$814K | 0.01% | 640 |
|
|
2024
Q4 | $10.2M | Sell |
48,891
-736
| -1% | -$154K | 0.02% | 564 |
|
|
2024
Q3 | $10.6M | Sell |
49,627
-727
| -1% | -$156K | 0.02% | 565 |
|
|
2024
Q2 | $10.1M | Sell |
50,354
-8,644
| -15% | -$1.74M | 0.02% | 597 |
|
|
2024
Q1 | $14.4M | Buy |
58,998
+374
| +0.6% | +$91.3K | 0.02% | 507 |
|
|
2023
Q4 | $12.7M | Sell |
58,624
-7,294
| -11% | -$1.58M | 0.02% | 526 |
|
|
2023
Q3 | $13.7M | Buy |
65,918
+6,129
| +10% | +$1.27M | 0.02% | 486 |
|
|
2023
Q2 | $12.9M | Buy |
59,789
+9,745
| +19% | +$2.1M | 0.02% | 509 |
|
|
2023
Q1 | $11.6M | Sell |
50,044
-775
| -2% | -$179K | 0.02% | 537 |
|
|
2022
Q4 | $11.6M | Sell |
50,819
-520
| -1% | -$119K | 0.02% | 519 |
|
|
2022
Q3 | $10.3M | Sell |
51,339
-1,420
| -3% | -$284K | 0.02% | 543 |
|
|
2022
Q2 | $9.58M | Sell |
52,759
-1,773
| -3% | -$322K | 0.02% | 584 |
|
|
2022
Q1 | $10.5M | Sell |
54,532
-1,126
| -2% | -$216K | 0.02% | 620 |
|
|
2021
Q4 | $13.2M | Sell |
55,658
-3,460
| -6% | -$818K | 0.02% | 547 |
|
|
2021
Q3 | $12.2M | Buy |
59,118
+39
| +0.1% | +$8.07K | 0.02% | 563 |
|
|
2021
Q2 | $13M | Sell |
59,079
-850
| -1% | -$187K | 0.02% | 544 |
|
|
2021
Q1 | $12.5M | Buy |
59,929
+7,722
| +15% | +$1.62M | 0.02% | 541 |
|
|
2020
Q4 | $10.4M | Sell |
52,207
-297
| -0.6% | -$59.2K | 0.02% | 590 |
|
|
2020
Q3 | $9.58M | Sell |
52,504
-3,289
| -6% | -$600K | 0.02% | 563 |
|
|
2020
Q2 | $8.82M | Sell |
55,793
-2,150
| -4% | -$340K | 0.02% | 561 |
|
|
2020
Q1 | $8M | Sell |
57,943
-5,399
| -9% | -$746K | 0.02% | 556 |
|
|
2019
Q4 | $10.9M | Buy |
63,342
+14,853
| +31% | +$2.55M | 0.02% | 552 |
|
|
2019
Q3 | $7.95M | Sell |
48,489
-2,286
| -5% | -$375K | 0.14% | 168 |
|
|
2019
Q2 | $8.74M | Sell |
50,775
-6,769
| -12% | -$1.17M | 0.15% | 147 |
|
|
2019
Q1 | $8.73M | Sell |
57,544
-8,471
| -13% | -$1.29M | 0.16% | 142 |
|
|
2018
Q4 | $8.34M | Sell |
66,015
-7,704
| -10% | -$973K | 0.17% | 139 |
|
|
2018
Q3 | $11.1M | Sell |
73,719
-7,733
| -9% | -$1.17M | 0.2% | 125 |
|
|
2018
Q2 | $11.1M | Sell |
81,452
-6,716
| -8% | -$917K | 0.21% | 117 |
|
|
2018
Q1 | $12.6M | Sell |
88,168
-5,372
| -6% | -$766K | 0.24% | 107 |
|
|
2017
Q4 | $12.3M | Sell |
93,540
-6,732
| -7% | -$888K | 0.23% | 117 |
|
|
2017
Q3 | $12.2M | Sell |
100,272
-4,699
| -4% | -$571K | 0.24% | 118 |
|
|
2017
Q2 | $11.9M | Sell |
104,971
-4,292
| -4% | -$485K | 0.24% | 115 |
|
|
2017
Q1 | $10.2M | Sell |
109,263
-4,681
| -4% | -$438K | 0.21% | 129 |
|
|
2016
Q4 | $10.3M | Sell |
113,944
-7,208
| -6% | -$649K | 0.21% | 127 |
|
|
2016
Q3 | $11.3M | Sell |
121,152
-8,702
| -7% | -$814K | 0.23% | 120 |
|
|
2016
Q2 | $10.7M | Sell |
129,854
-15,973
| -11% | -$1.31M | 0.22% | 119 |
|
|
2016
Q1 | $12.1M | Sell |
145,827
-13,721
| -9% | -$1.14M | 0.31% | 89 |
|
|
2015
Q4 | $12.2M | Sell |
159,548
-1,090
| -0.7% | -$83.5K | 0.32% | 84 |
|
|
2015
Q3 | $11.5M | Buy |
160,638
+10,474
| +7% | +$747K | 0.3% | 92 |
|
|
2015
Q2 | $11.8M | Buy |
150,164
+167
| +0.1% | +$13.1K | 0.32% | 88 |
|
|
2015
Q1 | $11.4M | Buy |
149,997
+143
| +0.1% | +$10.8K | 0.33% | 90 |
|
|
2014
Q4 | $11.7M | Buy |
149,854
+11,753
| +9% | +$915K | 0.34% | 84 |
|
|
2014
Q3 | $9.99M | Buy |
138,101
+11,371
| +9% | +$823K | 0.3% | 94 |
|
|
2014
Q2 | $10.2M | Buy |
126,730
+6,868
| +6% | +$555K | 0.31% | 95 |
|
|
2014
Q1 | $8.74M | Buy |
119,862
+9,190
| +8% | +$670K | 0.28% | 103 |
|
|
2013
Q4 | $8.17M | Buy |
110,672
+6,148
| +6% | +$454K | 0.26% | 101 |
|
|
2013
Q3 | $6.82M | Buy |
104,524
+5,774
| +6% | +$377K | 0.24% | 115 |
|
|
2013
Q2 | $5.31M | Buy |
+98,750
| New | +$5.31M | 0.2% | 136 |
|