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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.51KNew |
$245K - $477K
|
1.51K
$296K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3- 13.04% |
$487 - $949
|
20
$3.93K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
456+ 50.78% |
$74K - $144K
|
1.35K
$266K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-37- 1.42% |
$6K - $11.7K
|
2.56K
$504K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.86K- 12.38% |
$789K - $1.54M
|
34.4K
$6.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-1.87K- 57.54% |
$303K - $591K
|
1.38K
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-12- 50.0% |
$1.95K - $3.8K
|
12
$2.36K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
7New |
$1.14K - $2.21K
|
7
$1.38K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-290- 13.06% |
$47.1K - $91.7K
|
1.93K
$380K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-376- 5.12% |
$61K - $119K
|
6.96K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
220New |
$35.7K - $69.6K
|
220
$43.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
35+ 1.43% |
$5.68K - $11.1K
|
2.49K
$489K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9New |
$1.46K - $2.85K
|
9
$1.77K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
95+ 1.14% |
$15.4K - $30K
|
8.45K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.93K- 60.43% |
$638K - $1.24M
|
2.57K
$506K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
43New |
$6.98K - $13.6K
|
43
$8.46K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
95+ 7.64% |
$15.4K - $30K
|
1.34K
$263K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
21+ 5.24% |
$3.41K - $6.64K
|
422
$83K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1+ 0.35% |
$162 - $316
|
289
$56.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 50.0% |
$487 - $949
|
3
$590
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$162 - $316
|
1
$197
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
9+ 6.52% |
$1.46K - $2.85K
|
147
$28.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
239+ 22.65% |
$38.8K - $75.6K
|
1.29K
$255K
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-8- 0.14% |
$1.3K - $2.53K
|
5.66K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
148New |
$24K - $46.8K
|
148
$29.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-29- 0.85% |
$4.71K - $9.17K
|
3.37K
$663K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
44+ 0.36% |
$7.14K - $13.9K
|
12.1K
$2.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 53.85% |
$1.14K - $2.21K
|
6
$1.18K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15+ 12.71% |
$2.43K - $4.74K
|
133
$26.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$811 - $1.58K
|
5
$983
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-8.5K- 10.29% |
$1.38M - $2.69M
|
74.1K
$14.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.12K- 34.28% |
$181K - $353K
|
2.14K
$421K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-5.98K- 40.38% |
$970K - $1.89M
|
8.82K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 33.33% |
$162 - $316
|
2
$393
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-42K- 99.39% |
$6.82M - $13.3M
|
256
$50.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
15+ 38.46% |
$2.43K - $4.74K
|
54
$10.6K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-355- 22.01% |
$57.6K - $112K
|
1.26K
$247K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
670+ 127.62% |
$109K - $212K
|
1.2K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.52K+ 35.57% |
$571K - $1.11M
|
13.4K
$2.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
4+ 4.65% |
$649 - $1.27K
|
90
$17.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
546+ 162.5% |
$88.6K - $173K
|
882
$173K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3New |
$487 - $949
|
3
$590
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
28+ 350.0% |
$4.54K - $8.86K
|
36
$7.08K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
366+ 2.98% |
$59.4K - $116K
|
12.7K
$2.49M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 200.0% |
$325 - $633
|
3
$590
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- 7.69% |
$325 - $633
|
24
$4.72K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
70+ 636.36% |
$11.4K - $22.1K
|
81
$15.9K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3New |
$487 - $949
|
3
$590
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.9K+ 1208.45% |
$3.52M - $5.54M
|
19.4K
$3.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
570+ 20.89% |
$112K - $177K
|
3.3K
$649K
|
|