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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
21+ 5.93% |
$3.37K - $6.22K
|
375
$136K
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.87K+ 29.21% |
$461K - $850K
|
12.7K
$4.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-4.2K- 39.25% |
$674K - $1.24M
|
6.5K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
542+ 11.18% |
$87K - $161K
|
5.39K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-42- 37.84% |
$6.74K - $12.4K
|
69
$24.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
1.51KNew |
$242K - $446K
|
1.51K
$545K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-300- 23.08% |
$48.2K - $88.9K
|
1K
$361K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-300- 21.43% |
$48.2K - $88.9K
|
1.1K
$398K
|
|
|
Aug 13, 2025
Q2 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-15.5K- 20.15% |
$2.49M - $4.59M
|
61.4K
$22.2M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.31K- 7.16% |
$371K - $684K
|
29.9K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Pertento Partners LLP
London, X0 |
BUY
|
- |
158KNew |
$25.4M - $46.9M
|
158K
$57.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
27.8K+ 43.71% |
$4.47M - $8.25M
|
91.6K
$33.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Altra Vue Capital, LLC
Bellevue, WA |
BUY
|
- |
5.38K+ 3.42% |
$864K - $1.59M
|
163K
$58.9M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
22.9K+ 42.56% |
$3.67M - $6.77M
|
76.6K
$27.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2K+ 15.75% |
$320K - $591K
|
14.7K
$5.3M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-472- 15.84% |
$75.8K - $140K
|
2.51K
$906K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.41K+ 10.99% |
$869K - $1.6M
|
54.7K
$19.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-641- 2.13% |
$103K - $190K
|
29.4K
$10.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 22.22% |
$321 - $592
|
7
$2.53K
|
|
|
Aug 12, 2025
Q2 2025
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
858New |
$138K - $254K
|
858
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21.7K+ 17.0% |
$3.49M - $6.44M
|
150K
$54.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
62+ 7.2% |
$9.96K - $18.4K
|
923
$334K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-80.6K- 12.53% |
$12.9M - $23.9M
|
563K
$203M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
12+ 24.0% |
$1.93K - $3.55K
|
62
$22.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
157New |
$25.2K - $46.5K
|
157
$56.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-8.56K- 27.22% |
$1.37M - $2.54M
|
22.9K
$8.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
826+ 8.44% |
$133K - $245K
|
10.6K
$3.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-489- 24.2% |
$78.5K - $145K
|
1.53K
$554K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.32KNew |
$212K - $391K
|
1.32K
$478K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
897+ 1.18% |
$144K - $266K
|
76.6K
$27.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
15.4KNew |
$2.48M - $4.57M
|
15.4K
$5.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
692New |
$111K - $205K
|
692
$250K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-2.74K- 35.1% |
$440K - $813K
|
5.07K
$1.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-25- 50.0% |
$4.01K - $7.41K
|
25
$9.04K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
17KNew |
$2.72M - $5.03M
|
17K
$6.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
13New |
$2.09K - $3.85K
|
13
$4.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.64K+ 84.72% |
$263K - $485K
|
3.57K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.72KNew |
$597K - $1.1M
|
3.72K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
BUY
|
- |
4.03K+ 2.26% |
$646K - $1.19M
|
182K
$65.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 8.79% |
$1.28K - $2.37K
|
83
$30K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
151K+ 20.93% |
$24.3M - $44.8M
|
874K
$316M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22New |
$3.53K - $6.52K
|
22
$7.95K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-88- 1.0% |
$14.1K - $26.1K
|
8.68K
$3.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2New |
$321 - $592
|
2
$723
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
234+ 13.03% |
$37.6K - $69.3K
|
2.03K
$734K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
12K+ 4.77% |
$1.93M - $3.56M
|
264K
$95.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7New |
$1.12K - $2.07K
|
7
$2.53K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-119- 28.2% |
$19.1K - $35.3K
|
303
$110K
|
|
|
Aug 08, 2025
Q2 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
740New |
$119K - $219K
|
740
$267K
|