IDEX CORP

Ticker: IEX CUSIP: 45167R104 Class: COM

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 29,500 Value ($000) $5,249 Avg Close $170.79 Range $159.27 - $183.05

Q3 2025

Shares 13,569 Value ($000) $2,208 Avg Close $168.10 Range $156.58 - $186.19

Q2 2025

Shares 12,125 Value ($000) $2,129 Avg Close $175.50 Range $151.55 - $191.30

Q1 2025

Shares 6,401 Value ($000) $1,158 Avg Close $196.61 Range $174.31 - $223.39

Q4 2024

Shares 5,945 Value ($000) $1,244 Avg Close $215.48 Range $199.06 - $234.67

Q3 2024

Shares 5,024 Value ($000) $1,078 Avg Close $197.80 Range $186.06 - $213.45

Q2 2024

Shares 5,347 Value ($000) $1,076 Avg Close $213.40 Range $190.22 - $238.12

Q1 2024

Shares 4,940 Value ($000) $1,205 Avg Close $220.24 Range $197.88 - $240.32

Q4 2023

Shares 4,472 Value ($000) $971 Avg Close $196.08 Range $178.72 - $213.68

Q3 2023

Shares 4,284 Value ($000) $891 Avg Close $210.26 Range $197.28 - $222.35

Q2 2023

Shares 4,168 Value ($000) $897 Avg Close $202.74 Range $189.70 - $223.20

Q1 2023

Shares 4,322 Value ($000) $999 Avg Close $218.70 Range $205.20 - $231.43

Q4 2022

Shares 3,951 Value ($000) $902 Avg Close $214.74 Range $187.70 - $236.68

Q3 2022

Shares 3,446 Value ($000) $689 Avg Close $193.66 Range $169.87 - $209.55

Q2 2022

Shares 2,861 Value ($000) $520 Avg Close $179.70 Range $164.47 - $191.48

Q1 2022

Shares 3,038 Value ($000) $583 Avg Close $193.07 Range $172.96 - $225.69

Q4 2021

Shares 2,980 Value ($000) $704 Avg Close $215.66 Range $193.65 - $228.27

Q3 2021

Shares 2,948 Value ($000) $610 Avg Close $210.22 Range $195.98 - $218.96

Q2 2021

Shares 2,879 Value ($000) $634 Avg Close $208.57 Range $194.88 - $222.26

Q1 2021

Shares 3,371 Value ($000) $706 Avg Close $186.85 Range $174.62 - $200.19

Q4 2020

Shares 3,443 Value ($000) $686 Avg Close $178.73 Range $156.60 - $187.62

Q3 2020

Shares 4,485 Value ($000) $818 Avg Close $162.36 Range $145.08 - $176.49

Q2 2020

Shares 3,889 Value ($000) $615 Avg Close $142.68 Range $121.83 - $158.19

Q1 2020

Shares 4,955 Value ($000) $684 Avg Close $146.15 Range $97.44 - $166.00

Q4 2019

Shares 5,251 Value ($000) $903 Avg Close $150.29 Range $140.85 - $161.63

Q3 2019

Shares 5,461 Value ($000) $895 Avg Close $153.63 Range $143.17 - $160.54

Q2 2019

Shares 5,222 Value ($000) $899 Avg Close $144.81 Range $136.92 - $159.33

Q1 2019

Shares 5,510 Value ($000) $836 Avg Close $130.09 Range $110.90 - $140.53

Q4 2018

Shares 5,395 Value ($000) $681 Avg Close $122.75 Range $108.02 - $139.27

Q3 2018

Shares 4,497 Value ($000) $678 Avg Close $136.25 Range $122.80 - $144.38

Q2 2018

Shares 3,654 Value ($000) $499 Avg Close $127.20 Range $118.51 - $133.40

Q1 2018

Shares 3,483 Value ($000) $496 Avg Close $126.86 Range $115.81 - $137.01

Q4 2017

Shares 3,496 Value ($000) $461 Avg Close $116.63 Range $109.63 - $123.02

Q3 2017

Shares 2,991 Value ($000) $363 Avg Close $105.52 Range $99.65 - $112.57

Q2 2017

Shares 2,823 Value ($000) $319 Avg Close $94.55 Range $82.23 - $103.55

Q1 2017

Shares 1,422 Value ($000) $133 Avg Close $82.43 Range $79.26 - $86.40

Q4 2016

Shares 1,363 Value ($000) $123 Avg Close $80.87 Range $73.38 - $85.65

Q3 2016

Shares 1,326 Value ($000) $124 Avg Close $80.40 Range $70.91 - $84.93

Q2 2016

Shares 824 Value ($000) $68 Avg Close $73.78 Range $69.15 - $77.36

Q1 2016

Shares 394 Value ($000) $33 Avg Close $66.25 Range $59.39 - $74.28

Q4 2015

Shares 427 Value ($000) $33 Avg Close $67.37 Range $60.80 - $69.94

Q3 2015

Shares 85 Value ($000) $6 Avg Close $64.51 Range $58.59 - $69.46

Q1 2015

Shares 6 Value ($000) $0 Avg Close $65.37 Range $60.34 - $68.51

Q4 2014

Shares 6 Value ($000) $0 Avg Close $64.42 Range $57.05 - $68.36

Q3 2014

Shares 29 Value ($000) $2 Avg Close $66.48 Range $62.29 - $70.27

Q2 2014

Shares 6 Value ($000) $0 Avg Close $64.92 Range $59.17 - $69.44

Q1 2014

Shares 6 Value ($000) $0 Avg Close $62.25 Range $58.67 - $67.81

Q4 2013

Shares 6 Value ($000) $0 Avg Close $59.23 Range $53.71 - $63.18

Q3 2013

Shares 78 Value ($000) $5 Avg Close $51.32 Range $45.66 - $55.50

Q2 2013

Shares 78 Value ($000) $4 Avg Close $45.08 Range $41.94 - $48.56

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	29,500	$5,249	$170.79	$159.27 - $183.05
Q3 2025	13,569	$2,208	$168.10	$156.58 - $186.19
Q2 2025	12,125	$2,129	$175.50	$151.55 - $191.30
Q1 2025	6,401	$1,158	$196.61	$174.31 - $223.39
Q4 2024	5,945	$1,244	$215.48	$199.06 - $234.67
Q3 2024	5,024	$1,078	$197.80	$186.06 - $213.45
Q2 2024	5,347	$1,076	$213.40	$190.22 - $238.12
Q1 2024	4,940	$1,205	$220.24	$197.88 - $240.32
Q4 2023	4,472	$971	$196.08	$178.72 - $213.68
Q3 2023	4,284	$891	$210.26	$197.28 - $222.35
Q2 2023	4,168	$897	$202.74	$189.70 - $223.20
Q1 2023	4,322	$999	$218.70	$205.20 - $231.43
Q4 2022	3,951	$902	$214.74	$187.70 - $236.68
Q3 2022	3,446	$689	$193.66	$169.87 - $209.55
Q2 2022	2,861	$520	$179.70	$164.47 - $191.48
Q1 2022	3,038	$583	$193.07	$172.96 - $225.69
Q4 2021	2,980	$704	$215.66	$193.65 - $228.27
Q3 2021	2,948	$610	$210.22	$195.98 - $218.96
Q2 2021	2,879	$634	$208.57	$194.88 - $222.26
Q1 2021	3,371	$706	$186.85	$174.62 - $200.19
Q4 2020	3,443	$686	$178.73	$156.60 - $187.62
Q3 2020	4,485	$818	$162.36	$145.08 - $176.49
Q2 2020	3,889	$615	$142.68	$121.83 - $158.19
Q1 2020	4,955	$684	$146.15	$97.44 - $166.00
Q4 2019	5,251	$903	$150.29	$140.85 - $161.63
Q3 2019	5,461	$895	$153.63	$143.17 - $160.54
Q2 2019	5,222	$899	$144.81	$136.92 - $159.33
Q1 2019	5,510	$836	$130.09	$110.90 - $140.53
Q4 2018	5,395	$681	$122.75	$108.02 - $139.27
Q3 2018	4,497	$678	$136.25	$122.80 - $144.38
Q2 2018	3,654	$499	$127.20	$118.51 - $133.40
Q1 2018	3,483	$496	$126.86	$115.81 - $137.01
Q4 2017	3,496	$461	$116.63	$109.63 - $123.02
Q3 2017	2,991	$363	$105.52	$99.65 - $112.57
Q2 2017	2,823	$319	$94.55	$82.23 - $103.55
Q1 2017	1,422	$133	$82.43	$79.26 - $86.40
Q4 2016	1,363	$123	$80.87	$73.38 - $85.65
Q3 2016	1,326	$124	$80.40	$70.91 - $84.93
Q2 2016	824	$68	$73.78	$69.15 - $77.36
Q1 2016	394	$33	$66.25	$59.39 - $74.28
Q4 2015	427	$33	$67.37	$60.80 - $69.94
Q3 2015	85	$6	$64.51	$58.59 - $69.46
Q1 2015	6	$0	$65.37	$60.34 - $68.51
Q4 2014	6	$0	$64.42	$57.05 - $68.36
Q3 2014	29	$2	$66.48	$62.29 - $70.27
Q2 2014	6	$0	$64.92	$59.17 - $69.44
Q1 2014	6	$0	$62.25	$58.67 - $67.81
Q4 2013	6	$0	$59.23	$53.71 - $63.18
Q3 2013	78	$5	$51.32	$45.66 - $55.50
Q2 2013	78	$4	$45.08	$41.94 - $48.56