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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
1.8KNew |
$521K - $716K
|
1.8K
$700K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-22- 2.69% |
$6.36K - $8.75K
|
797
$310K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
638New |
$185K - $254K
|
638
$248K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
526New |
$152K - $209K
|
526
$205K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-349- 22.96% |
$101K - $139K
|
1.17K
$456K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
9.06K+ 1309.39% |
$2.62M - $3.6M
|
9.75K
$3.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
25+ 30.12% |
$7.23K - $9.94K
|
108
$42K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-100- 3.13% |
$28.9K - $39.8K
|
3.1K
$1.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
5New |
$1.45K - $1.99K
|
5
$1.95K
|
|
|
Oct 30, 2025
Q3 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
BUY
|
- |
13.3KNew |
$3.85M - $5.29M
|
13.3K
$5.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
437+ 51.65% |
$126K - $174K
|
1.28K
$499K
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
573New |
$166K - $228K
|
573
$223K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
55New |
$15.9K - $21.9K
|
55
$21.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-20- 1.17% |
$5.79K - $7.95K
|
1.69K
$659K
|
|
|
Oct 28, 2025
Q3 2025
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-1.1K- 44.0% |
$318K - $437K
|
1.4K
$545K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.88KNew |
$1.12M - $1.54M
|
3.88K
$1.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
508New |
$147K - $202K
|
508
$198K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
BUY
|
- |
820New |
$237K - $326K
|
820
$319K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
524New |
$152K - $208K
|
524
$204K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
29New |
$8.39K - $11.5K
|
29
$11.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
957New |
$277K - $381K
|
957
$372K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
4+ 14.29% |
$1.16K - $1.59K
|
32
$12.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
328+ 45.94% |
$94.9K - $130K
|
1.04K
$405K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
200+ 11.11% |
$57.9K - $79.5K
|
2K
$778K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
21+ 0.63% |
$6.08K - $8.35K
|
3.34K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.24KNew |
$358K - $493K
|
1.24K
$482K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
100New |
$28.9K - $39.8K
|
100
$38.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
116+ 9.32% |
$33.6K - $46.1K
|
1.36K
$530K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5- 0.5% |
$1.45K - $1.99K
|
997
$388K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-110- 12.97% |
$31.8K - $43.7K
|
738
$287K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1New |
$289 - $398
|
1
$389
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
469+ 35.32% |
$136K - $186K
|
1.8K
$699K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.36K- 14.19% |
$394K - $541K
|
8.23K
$3.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
382+ 8.75% |
$111K - $152K
|
4.75K
$1.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-955- 26.77% |
$276K - $380K
|
2.61K
$1.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 50.0% |
$3.18K - $4.37K
|
33
$12.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
SELL
|
- |
-100- 14.29% |
$28.9K - $39.8K
|
600
$233K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
71+ 1014.29% |
$20.5K - $28.2K
|
78
$30.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
550New |
$159K - $219K
|
550
$214K
|
|
|
Oct 20, 2025
Q3 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
595New |
$172K - $237K
|
595
$232K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-1.1K- 22.45% |
$318K - $437K
|
3.8K
$1.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.56K- 18.31% |
$740K - $1.02M
|
11.4K
$4.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
129+ 53.09% |
$37.3K - $51.3K
|
372
$145K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-28- 2.23% |
$8.1K - $11.1K
|
1.23K
$479K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 2.18% |
$7.23K - $9.94K
|
1.12K
$436K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
163+ 12.41% |
$47.2K - $64.8K
|
1.48K
$574K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7New |
$2.03K - $2.78K
|
7
$2.72K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4- 9.52% |
$1.16K - $1.59K
|
38
$14.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
49K+ 153.13% |
$14.2M - $19.5M
|
81K
$31.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
441+ 80.33% |
$128K - $175K
|
990
$385K
|