Skip to main content

Tortoise Index Solutions, LLC

SEC CIK
0001650373
Latest filing
May 10, 2024

IEX holding history

Idex Corp in every 13F filed by Tortoise Index Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IEX overviewAll 13F holders of IEXFull Q1 2024 holdings

Shares (Q1 2024)
8,773
Value
$2.14M
% of portfolio
0.4%
Quarters held
13
Since Q1 2021
Holdings of IEX by Tortoise Index Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20248,773$2.14M0.4%−559−6.0%ReducedHolders
Q4 20239,332$2.03M0.4%+1,132+13.8%AddedHolders
Q3 20238,200$1.71M0.4%−1,120−12.0%ReducedHolders
Q2 20239,320$2.01M0.4%+642+7.4%AddedHolders
Q1 20238,678$2.00M0.4%−7,479−46.3%ReducedHolders
Q4 202216,157$1.00M0.4%−1,311−7.5%ReducedHolders
Q3 202217,468$3.49M0.7%+6,499+59.2%AddedHolders
Q2 202210,969$1.99M0.4%−975−8.2%ReducedHolders
Q1 202211,944$2.29M0.4%+798+7.2%AddedHolders
Q4 202111,146$2.63M0.6%+424+4.0%AddedHolders
Q3 202110,722$2.22M0.5%+470+4.6%AddedHolders
Q2 202110,252$2.26M0.5%+2,036+24.8%AddedHolders
Q1 20218,216$1.72M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.