IDEX Corporation shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of IDEX Corporation (IEX) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in IDEX Corporation
Tip: Access up to 7 years of quarterly data
All positions including IDEX Corporation held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $766k | 3.7k | 208.04 |
2023-06-30 | $795k | 3.7k | 215.28 |
2023-03-31 | $888k | 3.8k | 231.05 |
2022-12-31 | $931k | 4.1k | 228.35 |
2022-09-30 | $833k | 4.2k | 199.76 |
2022-06-30 | $767k | 4.2k | 181.67 |
2022-03-31 | $831k | 4.3k | 191.83 |
2021-12-31 | $985k | 4.2k | 236.32 |
2021-09-30 | $859k | 4.2k | 206.84 |
2021-06-30 | $929k | 4.2k | 220.14 |
2021-03-31 | $878k | 4.2k | 209.25 |
2020-12-31 | $801k | 4.0k | 199.30 |
2020-09-30 | $725k | 4.0k | 182.30 |
2020-06-30 | $635k | 4.0k | 158.08 |
2020-03-31 | $470k | 3.4k | 138.15 |
2019-12-31 | $484k | 3.0k | 163.79 |
2019-09-30 | $485k | 3.0k | 161.51 |
2019-06-30 | $486k | 3.1k | 158.20 |
2019-03-31 | $467k | 3.1k | 151.62 |
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