A detailed history of Exencial Wealth Advisors, LLC transactions in Ies Holdings, Inc. stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 1,107 shares of IESC stock, worth $285,628. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,107
Previous 1,757 36.99%
Holding current value
$285,628
Previous $244,000 9.84%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$134.29 - $199.7 $87,288 - $129,804
-650 Reduced 36.99%
1,107 $220,000
Q2 2024

Aug 12, 2024

SELL
$115.51 - $182.31 $374,598 - $591,231
-3,243 Reduced 64.86%
1,757 $244,000
Q1 2024

May 10, 2024

SELL
$76.84 - $121.64 $38,420 - $60,820
-500 Reduced 9.09%
5,000 $608,000
Q3 2023

Nov 08, 2023

SELL
$53.34 - $76.13 $80,010 - $114,195
-1,500 Reduced 21.43%
5,500 $362,000
Q1 2023

May 02, 2023

SELL
$35.55 - $45.08 $35,550 - $45,080
-1,000 Reduced 12.5%
7,000 $301,000
Q3 2022

Nov 08, 2022

SELL
$25.93 - $34.26 $9,075 - $11,991
-350 Reduced 4.19%
8,000 $221,000
Q2 2022

Aug 11, 2022

SELL
$25.27 - $40.55 $12,635 - $20,275
-500 Reduced 5.65%
8,350 $252,000
Q4 2021

Feb 10, 2022

SELL
$45.68 - $55.2 $52,532 - $63,480
-1,150 Reduced 11.5%
8,850 $448,000
Q3 2021

Nov 04, 2021

BUY
$42.7 - $54.83 $427,000 - $548,300
10,000 New
10,000 $457,000
Q2 2021

Aug 16, 2021

SELL
$48.42 - $55.27 $532,620 - $607,970
-11,000 Closed
0 $0
Q1 2021

May 06, 2021

BUY
$43.88 - $52.25 $482,680 - $574,750
11,000 New
11,000 $555,000
Q4 2020

Feb 11, 2021

SELL
$31.92 - $48.68 $414,960 - $632,840
-13,000 Closed
0 $0
Q3 2020

Nov 13, 2020

BUY
$20.25 - $35.23 $263,250 - $457,989
13,000 New
13,000 $413,000

Others Institutions Holding IESC

About IES Holdings, Inc.


  • Ticker IESC
  • Exchange NASDAQ
  • Sector Industrials
  • Industry Engineering & Construction
  • Shares Outstandng 20,523,700
  • Market Cap $5.3B
  • Description
  • IES Holdings, Inc. designs and installs integrated electrical and technology systems, and provides infrastructure products and services in the United States. Its Commercial & Industrial segment offers electrical and mechanical design, construction, and maintenance services for office buildings, manufacturing facilities, data centers, chemica...
More about IESC
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