Latest Institutional Transactions on Ies Holdings, Inc. (IESC)
This table provides information on the latest institutional transactions involving Ies Holdings, Inc. (IESC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-90- 4.4% |
$17.7K - $27.9K
|
1.96K
$557K
|
|
|
Jan 23, 2025
Q4 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.3K- 69.26% |
$256K - $403K
|
578
$165K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.06KNew |
$208K - $327K
|
1.06K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
138+ 52.47% |
$27.2K - $42.8K
|
401
$114K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 200.0% |
$788 - $1.24K
|
6
$1.71K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
94New |
$18.5K - $29.1K
|
94
$26.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.48K- 59.29% |
$291K - $459K
|
1.02K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.35K- 27.45% |
$266K - $418K
|
3.57K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
12+ 100.0% |
$2.36K - $3.72K
|
24
$6.84K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.12K- 36.64% |
$418K - $657K
|
3.67K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-472- 1.68% |
$92.9K - $146K
|
27.6K
$7.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-114- 1.14% |
$22.4K - $35.3K
|
9.9K
$2.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-70K- 82.55% |
$13.8M - $21.7M
|
14.8K
$4.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-5- 1.47% |
$984 - $1.55K
|
336
$95.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-81- 2.43% |
$15.9K - $25.1K
|
3.26K
$928K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
5.3K+ 6.86% |
$1.04M - $1.64M
|
82.6K
$23.5M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
525New |
$103K - $163K
|
525
$150K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$197 - $310
|
1
$285
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-494- 23.45% |
$97.3K - $153K
|
1.61K
$460K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
6+ 7.5% |
$1.18K - $1.86K
|
86
$24.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4+ 11.43% |
$788 - $1.24K
|
39
$11.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12+ 5.38% |
$2.36K - $3.72K
|
235
$67K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03K+ 2.54% |
$138K - $205K
|
41.5K
$11.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
23New |
$3.09K - $4.59K
|
23
$6.56K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
12.2K+ 411.15% |
$1.64M - $2.44M
|
15.2K
$4.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.34KNew |
$179K - $267K
|
1.34K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-43- 7.92% |
$5.77K - $8.59K
|
500
$143K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.71KNew |
$1.04M - $1.54M
|
7.71K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45+ 2.56% |
$6.04K - $8.99K
|
1.81K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.18KNew |
$292K - $434K
|
2.18K
$620K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-3.1K- 19.62% |
$416K - $619K
|
12.7K
$3.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-17.1K- 43.35% |
$2.3M - $3.42M
|
22.4K
$6.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.55K- 96.02% |
$476K - $708K
|
147
$41.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-285- 13.22% |
$38.3K - $56.9K
|
1.87K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-8.46K- 80.66% |
$1.14M - $1.69M
|
2.03K
$578K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-439- 1.29% |
$59K - $87.7K
|
33.7K
$9.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
10.9KNew |
$1.47M - $2.18M
|
10.9K
$3.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-100- 4.44% |
$13.4K - $20K
|
2.15K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
687+ 2.35% |
$92.3K - $137K
|
30K
$8.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.16KNew |
$425K - $631K
|
3.16K
$901K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.16K- 7.43% |
$424K - $630K
|
39.3K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.46KNew |
$464K - $691K
|
3.46K
$986K
|
|
|
Nov 14, 2024
Q3 2024
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-106- 2.12% |
$14.2K - $21.2K
|
4.89K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.7K+ 57.29% |
$1.58M - $2.34M
|
32.2K
$9.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Ophir Asset Management Pty LTD
|
BUY
|
- |
28.5K+ 23.34% |
$3.83M - $5.69M
|
151K
$43M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.1K- 9.31% |
$1.09M - $1.62M
|
79K
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-959- 7.63% |
$129K - $192K
|
11.6K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.7KNew |
$228K - $339K
|
1.7K
$484K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-285- 1.09% |
$38.3K - $56.9K
|
25.8K
$7.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
23New |
$3.09K - $4.59K
|
23
$6.56K
|
|