| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing IEX Share Count |
|---|
| Lloyd Advisory Services LLC. |
1,407 |
8,800 |
+7,393 |
+525.44% |
| Capital Advisors Ltd. LLC |
14 |
46 |
+32 |
+228.57% |
| Webster Bank N. A. |
54 |
94 |
+40 |
+74.07% |
| MV Capital Management Inc. |
8 |
12 |
+4 |
+50.00% |
| Peterson Financial Group Inc. |
10,970 |
15,369 |
+4,399 |
+40.10% |
| GAMMA Investing LLC |
41 |
57 |
+16 |
+39.02% |
| Robeco Institutional Asset Management B.V. |
6,111 |
8,076 |
+1,965 |
+32.16% |
| Outlook Wealth Advisors LLC |
984 |
1,250 |
+266 |
+27.03% |
| Stratos Wealth Partners LTD. |
1,203 |
1,510 |
+307 |
+25.52% |
| PFG Investments LLC |
981 |
1,203 |
+222 |
+22.63% |
| Raymond James & Associates |
76,465 |
93,358 |
+16,893 |
+22.09% |
| Barrett & Company Inc. |
125 |
150 |
+25 |
+20.00% |
| Raymond James Financial Services Advisors Inc. |
5,787 |
6,915 |
+1,128 |
+19.49% |
| DNB Asset Management AS |
16,392 |
19,269 |
+2,877 |
+17.55% |
| V Square Quantitative Management LLC |
1,918 |
2,220 |
+302 |
+15.75% |
| Park Avenue Securities LLC |
2,015 |
2,293 |
+278 |
+13.80% |
| Harbor Investment Advisory LLC |
78 |
88 |
+10 |
+12.82% |
| SJS Investment Consulting Inc. |
8 |
9 |
+1 |
+12.50% |
| Allworth Financial LP |
130 |
145 |
+15 |
+11.54% |
| Marshall Financial Group LLC |
3,990 |
4,359 |
+369 |
+9.25% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
21,218 |
23,018 |
+1,800 |
+8.48% |
| Boston Trust Walden Corp |
201,152 |
216,670 |
+15,518 |
+7.71% |
| Natixis Advisors L.P. |
29,153 |
30,850 |
+1,697 |
+5.82% |
| West Paces Advisors Inc. |
313 |
331 |
+18 |
+5.75% |
| Massmutual Trust Co. FSB ADV |
41 |
43 |
+2 |
+4.88% |
| Raymond James Trust N.A. |
1,454 |
1,515 |
+61 |
+4.20% |
| Buffington Mohr McNeal |
5,086 |
5,274 |
+188 |
+3.70% |
| Carderock Capital Management Inc. |
27,830 |
28,799 |
+969 |
+3.48% |
| Zurcher Kantonalbank Zurich Cantonalbank |
116,132 |
118,680 |
+2,548 |
+2.19% |
| Sumitomo Mitsui Trust Holdings Inc. |
180,554 |
183,945 |
+3,391 |
+1.88% |
| CX Institutional |
487 |
496 |
+9 |
+1.85% |
| DekaBank Deutsche Girozentrale |
101,384 |
103,147 |
+1,763 |
+1.74% |
| First Pacific Financial |
2,816 |
2,853 |
+37 |
+1.31% |
| Albert D Mason Inc. |
4,464 |
4,509 |
+45 |
+1.01% |
| Fifth Third Bancorp |
1,798 |
1,807 |
+9 |
+0.50% |
| Czech National Bank |
13,245 |
13,306 |
+61 |
+0.46% |
| 13F Filers Reporting New Positions In IEX |
|---|
| Ballentine Partners LLC |
0 |
824 |
+824 |
+100% |
| Mather Group LLC. |
0 |
504 |
+504 |
+100% |
| Riverview Trust Co |
0 |
142 |
+142 |
+100% |
| Sound Income Strategies LLC |
0 |
12 |
+12 |
+100% |
| OneAscent Financial Services LLC |
0 |
1,003 |
+1,003 |
+100% |
| Cadent Capital Advisors LLC |
0 |
867 |
+867 |
+100% |
| Hexagon Capital Partners LLC |
0 |
11 |
+11 |
+100% |
| Veriti Management LLC |
0 |
1,055 |
+1,055 |
+100% |
| Wedmont Private Capital |
0 |
966 |
+966 |
+100% |
| BluePath Capital Management LLC |
0 |
996 |
+996 |
+100% |
| Simplicity Wealth LLC |
0 |
1,254 |
+1,254 |
+100% |
| Norden Group LLC |
0 |
1,938 |
+1,938 |
+100% |
| Lecap Asset Management Ltd. |
0 |
2,885 |
+2,885 |
+100% |
| Berry Wealth Group LP |
0 |
985 |
+985 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| City Holding Co. |
70 |
70 |
UNCH |
0.00% |
| State of Michigan Retirement System |
20,680 |
20,680 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
39 |
39 |
UNCH |
0.00% |
| Godsey & Gibb Associates |
650 |
650 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
10,404 |
10,404 |
UNCH |
0.00% |
| Stephenson National Bank & Trust |
74 |
74 |
UNCH |
0.00% |
| Franklin Street Advisors Inc. NC |
24,125 |
24,125 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
3,961 |
3,961 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
54 |
54 |
UNCH |
0.00% |
| Private Trust Co. NA |
42 |
42 |
UNCH |
0.00% |
| Guinness Asset Management LTD |
2,102 |
2,102 |
UNCH |
0.00% |
| Wallington Asset Management LLC |
1,400 |
1,400 |
UNCH |
0.00% |
| Welch Group LLC |
2,700 |
2,700 |
UNCH |
0.00% |
| Asset Dedication LLC |
10 |
10 |
UNCH |
0.00% |
| Alta Advisers Ltd |
500 |
500 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
100 |
100 |
UNCH |
0.00% |
| Segment Wealth Management LLC |
3,221 |
3,221 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
40 |
40 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
6,525 |
6,525 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
14 |
14 |
UNCH |
0.00% |
| Arthur M. Cohen & Associates LLC |
1,700 |
1,700 |
UNCH |
0.00% |
| Symmetry Partners LLC |
2,416 |
2,416 |
UNCH |
0.00% |
| IFM Investors Pty Ltd |
20,051 |
20,051 |
UNCH |
0.00% |
| Pinnacle Bank |
77 |
77 |
UNCH |
0.00% |
| Versant Capital Management Inc |
43 |
43 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
5,771 |
5,771 |
UNCH |
0.00% |
| CVA Family Office LLC |
15 |
15 |
UNCH |
0.00% |
| RMR Wealth Builders |
1,437 |
1,437 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
51 |
51 |
UNCH |
0.00% |
| Red Tortoise LLC |
20 |
20 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
13 |
13 |
UNCH |
0.00% |
| Bruce G. Allen Investments LLC |
53 |
53 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
12 |
12 |
UNCH |
0.00% |
| 13F Filers Decreasing IEX Share Count |
|---|
| AdvisorNet Financial Inc |
11 |
1 |
-10 |
-90.91% |
| Gradient Investments LLC |
17 |
5 |
-12 |
-70.59% |
| Artemis Investment Management LLP |
5,303 |
2,277 |
-3,026 |
-57.06% |
| Park Place Capital Corp |
102 |
47 |
-55 |
-53.92% |
| Oak Thistle LLC |
4,933 |
2,448 |
-2,485 |
-50.38% |
| Wealth Enhancement Advisory Services LLC |
3,529 |
2,149 |
-1,380 |
-39.10% |
| Diversified Trust Co |
5,542 |
3,439 |
-2,103 |
-37.95% |
| Compass Ion Advisors LLC |
7,222 |
4,547 |
-2,675 |
-37.04% |
| Congress Asset Management Co. MA |
3,419 |
2,162 |
-1,257 |
-36.77% |
| Handelsinvest Investeringsforvaltning |
2,303 |
1,516 |
-787 |
-34.17% |
| Regions Financial Corp |
11,885 |
7,985 |
-3,900 |
-32.81% |
| Banque Cantonale Vaudoise |
2,392 |
1,628 |
-764 |
-31.94% |
| Covea Finance |
15,500 |
11,500 |
-4,000 |
-25.81% |
| First Bank & Trust |
4,808 |
3,782 |
-1,026 |
-21.34% |
| Assenagon Asset Management S.A. |
189,143 |
152,601 |
-36,542 |
-19.32% |
| Dupont Capital Management Corp |
43,043 |
37,007 |
-6,036 |
-14.02% |
| OLD National Bancorp IN |
1,366 |
1,180 |
-186 |
-13.62% |
| Amalgamated Bank |
18,186 |
15,776 |
-2,410 |
-13.25% |
| CWM LLC |
1,992 |
1,756 |
-236 |
-11.85% |
| Catalyst Capital Advisors LLC |
86 |
76 |
-10 |
-11.63% |
| State of Alaska Department of Revenue |
13,917 |
12,637 |
-1,280 |
-9.20% |
| CENTRAL TRUST Co |
496 |
458 |
-38 |
-7.66% |
| Exchange Traded Concepts LLC |
9,332 |
8,773 |
-559 |
-5.99% |
| Robecosam AG |
276,026 |
260,423 |
-15,603 |
-5.65% |
| Louisiana State Employees Retirement System |
4,600 |
4,400 |
-200 |
-4.35% |
| Hartford Investment Management Co. |
5,101 |
4,882 |
-219 |
-4.29% |
| Brown Advisory Inc. |
910,860 |
873,054 |
-37,806 |
-4.15% |
| Global Retirement Partners LLC |
759 |
731 |
-28 |
-3.69% |
| Lindbrook Capital LLC |
235 |
227 |
-8 |
-3.40% |
| Bank of New York Mellon Corp |
572,310 |
553,477 |
-18,833 |
-3.29% |
| Wealthfront Advisers LLC |
3,883 |
3,772 |
-111 |
-2.86% |
| Papp L Roy & Associates |
15,820 |
15,380 |
-440 |
-2.78% |
| New Mexico Educational Retirement Board |
3,900 |
3,800 |
-100 |
-2.56% |
| Rice Hall James & Associates LLC |
3,546 |
3,469 |
-77 |
-2.17% |
| Harvey Investment Co. LLC |
89,809 |
88,354 |
-1,455 |
-1.62% |
| First Hawaiian Bank |
7,353 |
7,248 |
-105 |
-1.43% |
| Gateway Investment Advisers LLC |
3,979 |
3,926 |
-53 |
-1.33% |
| Speece Thorson Capital Group Inc. |
50,102 |
49,460 |
-642 |
-1.28% |
| CHURCHILL MANAGEMENT Corp |
23,908 |
23,668 |
-240 |
-1.00% |
| Checchi Capital Advisers LLC |
1,326 |
1,318 |
-8 |
-0.60% |
| GHP Investment Advisors Inc. |
19,545 |
19,429 |
-116 |
-0.59% |
| Procyon Private Wealth Partners LLC |
1,233 |
1,227 |
-6 |
-0.49% |
| NBC Securities Inc. |
1,510 |
1,504 |
-6 |
-0.40% |
| Allspring Global Investments Holdings LLC |
63,790 |
63,699 |
-91 |
-0.14% |
| New York State Teachers Retirement System |
67,334 |
67,237 |
-97 |
-0.14% |
| Mountain Pacific Investment Advisers Inc. ID |
284,658 |
284,381 |
-277 |
-0.10% |
| Spire Wealth Management |
25,436 |
25,434 |
-2 |
-0.01% |
| 13F Filers Exiting IEX |
|---|
| Trust Co of the South |
1,211 |
0 |
-1,211 |
-100.00% |
| Kingswood Wealth Advisors LLC |
1,158 |
0 |
-1,158 |
-100.00% |
| Congress Wealth Management LLC DE |
945 |
0 |
-945 |
-100.00% |
| DB Fitzpatrick & Co Inc |
2,833 |
0 |
-2,833 |
-100.00% |
| Hennion & Walsh Asset Management Inc. |
1,135 |
0 |
-1,135 |
-100.00% |
| International Assets Investment Management LLC |
2,388 |
0 |
-2,388 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
15,449 |
0 |
-15,449 |
-100.00% |
| Rational Advisors LLC |
86 |
0 |
-86 |
-100.00% |
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