CIBC Private Wealth Group, LLC
Holdings in IEX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $27,366,104 | 153,794 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $28,045,501 | 172,312 | Shares | Sole | 2025-11-24 |
| 2025-06-30 | $31,080,103 | 177,024 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $32,489,001 | 179,527 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $37,943,021 | 181,294 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $39,826,429 | 185,671 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $37,560,418 | 186,682 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $46,031,200 | 188,637 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $40,910,471 | 188,432 | Shares | Defined | 2024-02-13 |
| 2023-09-30 | $38,704,409 | 186,061 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $40,465,650 | 187,985 | Shares | Other | 2023-11-21 |
| 2023-03-31 | $26,906,215 | 116,462 | Shares | Other | 2023-11-21 |
| 2022-12-31 | $27,606,466 | 120,906 | Shares | Other | 2023-06-01 |
| 2022-09-30 | $23,975,604 | 119,968 | Shares | Other | 2022-11-15 |
| 2022-06-30 | $21,518,068 | 118,472 | Shares | Other | 2022-08-03 |
| 2022-03-31 | $23,039,426 | 120,166 | Shares | Other | 2022-05-16 |
| 2021-12-31 | $27,498,195 | 116,360 | Shares | Other | 2022-04-04 |
| 2021-09-30 | $23,898,172 | 115,478 | Shares | Other | 2021-11-12 |
| 2021-06-30 | $25,465,285 | 115,725 | Shares | Defined | 2021-08-16 |
| 2021-03-31 | $20,051,809 | 95,795 | Shares | Defined | 2021-05-12 |
| 2020-12-31 | $19,565,025 | 98,218 | Shares | Other | 2021-02-12 |
| 2020-06-30 | $15,720,396 | 99,471 | Shares | Defined | 2020-08-13 |
| 2020-03-31 | $6,912,543 | 50,051 | Shares | Defined | 2020-05-15 |