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 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.28K+ 38.82% |
$527K - $971K
|
11.7K
$4.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.25KNew |
$200K - $369K
|
1.25K
$450K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 44.83% |
$2.09K - $3.85K
|
16
$5.78K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2New |
$321 - $592
|
2
$723
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.87K- 32.71% |
$300K - $553K
|
3.84K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-38- 0.86% |
$6.1K - $11.3K
|
4.37K
$1.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
588+ 33.45% |
$94.4K - $174K
|
2.35K
$848K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-111- 1.28% |
$17.8K - $32.9K
|
8.58K
$3.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
798New |
$128K - $236K
|
798
$288K
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
SELL
|
- |
-1.72K- 49.28% |
$276K - $509K
|
1.77K
$639K
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
45+ 1.56% |
$7.23K - $13.3K
|
2.93K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1KNew |
$161K - $297K
|
1K
$362K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
5.75K+ 87.14% |
$924K - $1.7M
|
12.4K
$4.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-65- 1.96% |
$10.4K - $19.3K
|
3.26K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
73+ 4.1% |
$11.7K - $21.6K
|
1.85K
$670K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
4+ 57.14% |
$642 - $1.18K
|
11
$3.98K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-17- 30.91% |
$2.73K - $5.04K
|
38
$13.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24- 1.78% |
$3.85K - $7.11K
|
1.33K
$480K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
1.14KNew |
$183K - $337K
|
1.14K
$412K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
13+ 144.44% |
$2.09K - $3.85K
|
22
$7.95K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.18K+ 75.3% |
$190K - $350K
|
2.75K
$995K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
38+ 165.22% |
$6.1K - $11.3K
|
61
$22K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 33.33% |
$161 - $296
|
4
$1.45K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10New |
$1.61K - $2.96K
|
10
$3.61K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
872New |
$140K - $258K
|
872
$315K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
2.3KNew |
$369K - $681K
|
2.3K
$831K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
645New |
$104K - $191K
|
645
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-7.67K- 76.42% |
$1.23M - $2.27M
|
2.37K
$856K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
87New |
$14K - $25.8K
|
87
$31.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
SELL
|
- |
-900- 21.95% |
$145K - $267K
|
3.2K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
10New |
$1.61K - $2.96K
|
10
$3.61K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
982New |
$158K - $291K
|
982
$355K
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
806+ 2.43% |
$129K - $239K
|
34K
$12.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$161K - $296K
|
1K
$361K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.05K- 40.92% |
$169K - $312K
|
1.52K
$549K
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
45.9KNew |
$7.37M - $13.6M
|
45.9K
$16.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.79KNew |
$288K - $531K
|
1.79K
$648K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.55K- 21.0% |
$409K - $755K
|
9.59K
$3.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-2- 66.67% |
$321 - $592
|
1
$361
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
996New |
$160K - $295K
|
996
$360K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 4.18% |
$8.03K - $14.8K
|
1.15K
$414K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-142- 41.16% |
$22.8K - $42.1K
|
203
$73.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
143+ 4.02% |
$23K - $42.4K
|
3.7K
$1.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
335+ 24.28% |
$53.8K - $99.2K
|
1.72K
$620K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
913New |
$147K - $270K
|
913
$330K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
101+ 841.67% |
$16.2K - $29.9K
|
113
$40.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
498+ 20.02% |
$80K - $148K
|
2.99K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$482 - $889
|
3
$1.08K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
736New |
$118K - $218K
|
736
$266K
|
|
|
Jul 30, 2025
Q2 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-92- 1.63% |
$14.8K - $27.3K
|
5.56K
$2.01M
|