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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
15.3KNew |
$2.06M - $3.06M
|
15.3K
$3.23M
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-9.3K- 38.91% |
$1.25M - $1.86M
|
14.6K
$3.07M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26- 0.3% |
$3.49K - $5.19K
|
8.66K
$1.82M
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 69.23% |
$1.21K - $1.8K
|
22
$4.63K
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
1.78KNew |
$239K - $355K
|
1.78K
$374K
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-110- 7.18% |
$14.8K - $22K
|
1.42K
$299K
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
17.9K+ 455.63% |
$2.4M - $3.57M
|
21.8K
$4.59M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.5K+ 472.33% |
$470K - $699K
|
4.24K
$893K
|
|
Nov 13, 2024
Q3 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-2.46K- 61.8% |
$330K - $491K
|
1.52K
$320K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14+ 0.83% |
$1.88K - $2.8K
|
1.7K
$357K
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
45+ 16.73% |
$6.04K - $8.99K
|
314
$66.1K
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-4.71K- 37.12% |
$632K - $940K
|
7.97K
$1.68M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.1KNew |
$148K - $220K
|
1.1K
$232K
|
|
Nov 12, 2024
Q3 2024
|
Altra Vue Capital, LLC
Bellevue, WA |
SELL
|
- |
-1.12K- 0.42% |
$150K - $224K
|
269K
$56.5M
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-416- 12.56% |
$55.9K - $83.1K
|
2.9K
$610K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-189- 4.17% |
$25.4K - $37.7K
|
4.34K
$914K
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
5.66KNew |
$759K - $1.13M
|
5.66K
$1.19M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
68.8K+ 79.32% |
$9.23M - $13.7M
|
155K
$32.7M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
8New |
$1.07K - $1.6K
|
8
$1.68K
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.16K+ 1.53% |
$156K - $231K
|
76.7K
$16.2M
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
146K+ 1301.53% |
$19.6M - $29.2M
|
157K
$33.1M
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.23K- 42.34% |
$299K - $445K
|
3.04K
$639K
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
623+ 0.3% |
$83.7K - $124K
|
209K
$44M
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.47KNew |
$332K - $494K
|
2.47K
$521K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
8New |
$1.07K - $1.6K
|
8
$1.68K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.21KNew |
$163K - $242K
|
1.21K
$255K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.73K+ 80.61% |
$501K - $746K
|
8.37K
$1.76M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
48New |
$6.45K - $9.59K
|
48
$10.1K
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-6.59K- 19.42% |
$884K - $1.32M
|
27.3K
$5.75M
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-274- 2.21% |
$36.8K - $54.7K
|
12.1K
$2.55M
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-2.33K- 59.71% |
$313K - $465K
|
1.57K
$331K
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.14K- 33.92% |
$153K - $228K
|
2.22K
$468K
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-1.71K- 10.7% |
$230K - $342K
|
14.3K
$3.01M
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
837+ 1.52% |
$112K - $167K
|
56K
$11.8M
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
77+ 3.02% |
$10.3K - $15.4K
|
2.62K
$552K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4.75K+ 129.81% |
$637K - $948K
|
8.4K
$1.77M
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.01KNew |
$941K - $1.4M
|
7.01K
$1.48M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
150New |
$20.1K - $30K
|
150
$31.6K
|
|
Nov 08, 2024
Q3 2024
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
SELL
|
- |
-22.5K- 83.34% |
$3.02M - $4.49M
|
4.5K
$946K
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.81KNew |
$244K - $362K
|
1.81K
$382K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.94KNew |
$260K - $386K
|
1.94K
$407K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.21K+ 48.57% |
$296K - $441K
|
6.75K
$1.42M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
353+ 356.57% |
$47.4K - $70.5K
|
452
$95.1K
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.05KNew |
$409K - $609K
|
3.05K
$642K
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.56K+ 17.3% |
$209K - $311K
|
10.6K
$2.22M
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
787+ 30.83% |
$106K - $157K
|
3.34K
$703K
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
3New |
$403 - $599
|
3
$632
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-100- 0.56% |
$13.4K - $20K
|
17.8K
$3.75M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
52.2KNew |
$7.01M - $10.4M
|
52.2K
$11M
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-42.1K- 5.84% |
$5.66M - $8.41M
|
679K
$143M
|