UBS 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 | $123M | Buy |
697,920
+326,086
| +88% | +$57.3M | 0.02% | 669 |
|
|
2025
Q1 | $67.3M | Sell |
371,834
-48,998
| -12% | -$8.87M | 0.01% | 963 |
|
|
2024
Q4 | $88.1M | Buy |
420,832
+146,929
| +54% | +$30.8M | 0.02% | 775 |
|
|
2024
Q3 | $58.8M | Buy |
273,903
+68,993
| +34% | +$14.8M | 0.01% | 756 |
|
|
2024
Q2 | $41.2M | Sell |
204,910
-21,830
| -10% | -$4.39M | 0.01% | 855 |
|
|
2024
Q1 | $55.3M | Buy |
226,740
+169,485
| +296% | +$41.4M | 0.01% | 713 |
|
|
2023
Q4 | $12.4M | Buy |
57,255
+36,606
| +177% | +$7.95M | ﹤0.01% | 1335 |
|
|
2023
Q3 | $4.3M | Sell |
20,649
-93,461
| -82% | -$19.4M | ﹤0.01% | 1972 |
|
|
2023
Q2 | $24.6M | Buy |
114,110
+56,597
| +98% | +$12.2M | 0.01% | 946 |
|
|
2023
Q1 | $13.3M | Buy |
57,513
+27,725
| +93% | +$6.41M | ﹤0.01% | 1219 |
|
|
2022
Q4 | $6.8M | Sell |
29,788
-6,937
| -19% | -$1.58M | ﹤0.01% | 1607 |
|
|
2022
Q3 | $7.34M | Buy |
36,725
+20,211
| +122% | +$4.04M | ﹤0.01% | 1474 |
|
|
2022
Q2 | $3M | Buy |
16,514
+100
| +0.6% | +$18.2K | ﹤0.01% | 2117 |
|
|
2022
Q1 | $3.15M | Sell |
16,414
-73,210
| -82% | -$14M | ﹤0.01% | 2318 |
|
|
2021
Q4 | $21.2M | Sell |
89,624
-37,625
| -30% | -$8.89M | 0.01% | 1093 |
|
|
2021
Q3 | $26.3M | Sell |
127,249
-10,741
| -8% | -$2.22M | 0.01% | 966 |
|
|
2021
Q2 | $30.4M | Sell |
137,990
-80,234
| -37% | -$17.7M | 0.01% | 872 |
|
|
2021
Q1 | $45.7M | Buy |
218,224
+5,054
| +2% | +$1.06M | 0.02% | 657 |
|
|
2020
Q4 | $42.5M | Buy |
213,170
+13,993
| +7% | +$2.79M | 0.01% | 662 |
|
|
2020
Q3 | $36.3M | Buy |
199,177
+156,657
| +368% | +$28.6M | 0.01% | 642 |
|
|
2020
Q2 | $6.72M | Buy |
42,520
+4,339
| +11% | +$686K | ﹤0.01% | 1428 |
|
|
2020
Q1 | $5.27M | Sell |
38,181
-81,164
| -68% | -$11.2M | ﹤0.01% | 1465 |
|
|
2019
Q4 | $20.5M | Buy |
119,345
+48,028
| +67% | +$8.26M | 0.01% | 1054 |
|
|
2019
Q3 | $11.7M | Buy |
71,317
+10,110
| +17% | +$1.66M | ﹤0.01% | 1290 |
|
|
2019
Q2 | $10.5M | Sell |
61,207
-6,838
| -10% | -$1.18M | ﹤0.01% | 1352 |
|
|
2019
Q1 | $10.3M | Buy |
68,045
+23,212
| +52% | +$3.52M | ﹤0.01% | 1333 |
|
|
2018
Q4 | $5.66M | Buy |
44,833
+12,293
| +38% | +$1.55M | ﹤0.01% | 1604 |
|
|
2018
Q3 | $4.9M | Sell |
32,540
-23,906
| -42% | -$3.6M | ﹤0.01% | 1886 |
|
|
2018
Q2 | $7.7M | Buy |
56,446
+3,929
| +7% | +$536K | ﹤0.01% | 1551 |
|
|
2018
Q1 | $7.48M | Sell |
52,517
-7,138
| -12% | -$1.02M | ﹤0.01% | 1552 |
|
|
2017
Q4 | $7.87M | Buy |
59,655
+3,719
| +7% | +$491K | ﹤0.01% | 1506 |
|
|
2017
Q3 | $6.79M | Buy |
55,936
+1,091
| +2% | +$133K | ﹤0.01% | 1509 |
|
|
2017
Q2 | $6.2M | Sell |
54,845
-19,027
| -26% | -$2.15M | ﹤0.01% | 1526 |
|
|
2017
Q1 | $6.91M | Buy |
73,872
+31,044
| +72% | +$2.9M | ﹤0.01% | 1412 |
|
|
2016
Q4 | $3.86M | Buy |
42,828
+15,931
| +59% | +$1.43M | ﹤0.01% | 1785 |
|
|
2016
Q3 | $2.52M | Sell |
26,897
-810
| -3% | -$75.8K | ﹤0.01% | 2051 |
|
|
2016
Q2 | $2.28M | Sell |
27,707
-1,290
| -4% | -$106K | ﹤0.01% | 2096 |
|
|
2016
Q1 | $2.4M | Sell |
28,997
-1,396
| -5% | -$116K | ﹤0.01% | 2006 |
|
|
2015
Q4 | $2.33M | Sell |
30,393
-6,151
| -17% | -$471K | ﹤0.01% | 2071 |
|
|
2015
Q3 | $2.61M | Buy |
36,544
+6,672
| +22% | +$476K | ﹤0.01% | 1949 |
|
|
2015
Q2 | $2.35M | Buy |
29,872
+10,977
| +58% | +$863K | ﹤0.01% | 2182 |
|
|
2015
Q1 | $1.43M | Sell |
18,895
-72,273
| -79% | -$5.48M | ﹤0.01% | 2533 |
|
|
2014
Q4 | $7.1M | Buy |
+91,168
| New | +$7.1M | 0.01% | 1371 |
|