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 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
472+ 159.46% |
$63.4K - $94.3K
|
768
$162K
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
BUY
|
- |
38.8K+ 15.15% |
$5.21M - $7.74M
|
295K
$62.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
220New |
$29.5K - $43.9K
|
220
$46.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
561+ 7.53% |
$75.3K - $112K
|
8.01K
$1.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.64KNew |
$221K - $328K
|
1.64K
$346K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.19K- 11.9% |
$160K - $238K
|
8.82K
$1.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.21KNew |
$162K - $241K
|
1.21K
$254K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.93K+ 75.0% |
$259K - $385K
|
4.5K
$947K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.78KNew |
$508K - $755K
|
3.78K
$796K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.79KNew |
$509K - $758K
|
3.79K
$799K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-4.81K- 71.75% |
$646K - $960K
|
1.89K
$398K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
16New |
$2.15K - $3.2K
|
16
$3.37K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-700- 14.29% |
$94K - $140K
|
4.2K
$884K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.13K+ 10290.91% |
$152K - $226K
|
1.14K
$241K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4New |
$537 - $799
|
4
$842
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$134 - $200
|
1
$211
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-650- 36.99% |
$87.3K - $130K
|
1.11K
$233K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.64K+ 56.9% |
$354K - $526K
|
7.27K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
20New |
$2.69K - $3.99K
|
20
$4.21K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
100New |
$13.4K - $20K
|
100
$21.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.47KNew |
$197K - $293K
|
1.47K
$308K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
15.6KNew |
$2.1M - $3.12M
|
15.6K
$3.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-321- 5.47% |
$43.1K - $64.1K
|
5.55K
$1.17M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
54.5KNew |
$7.32M - $10.9M
|
54.5K
$11.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-100- 0.35% |
$13.4K - $20K
|
28.1K
$5.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
35New |
$4.7K - $6.99K
|
35
$7.37K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$134 - $200
|
1
$211
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-900- 1.71% |
$121K - $180K
|
51.9K
$10.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-29.1K- 42.34% |
$3.91M - $5.81M
|
39.6K
$8.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
32New |
$4.3K - $6.39K
|
32
$6.74K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
481+ 14.07% |
$64.6K - $96.1K
|
3.9K
$821K
|
|
|
Oct 25, 2024
Q3 2024
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
940+ 17.41% |
$126K - $188K
|
6.34K
$1.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
96+ 4.0% |
$12.9K - $19.2K
|
2.5K
$525K
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
5.47KNew |
$735K - $1.09M
|
5.47K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$403 - $599
|
3
$632
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6- 33.33% |
$806 - $1.2K
|
12
$2.53K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-4.55K- 5.09% |
$611K - $909K
|
84.8K
$17.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.88KNew |
$252K - $375K
|
1.88K
$396K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14New |
$1.88K - $2.8K
|
14
$2.95K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.05KNew |
$275K - $408K
|
2.05K
$430K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-83- 28.52% |
$11.1K - $16.6K
|
208
$43.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.63K- 23.5% |
$488K - $726K
|
11.8K
$2.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4+ 133.33% |
$537 - $799
|
7
$1.47K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
30New |
$4.03K - $5.99K
|
30
$6.32K
|
|
|
Oct 17, 2024
Q3 2024
|
Nkcfo LLC
|
BUY
|
- |
1.5KNew |
$201K - $300K
|
1.5K
$316K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 33.33% |
$134 - $200
|
2
$421
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
3KNew |
$403K - $599K
|
3K
$632K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-17- 0.29% |
$2.28K - $3.39K
|
5.79K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
8.7K+ 12.68% |
$1.17M - $1.74M
|
77.3K
$16.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-17- 0.46% |
$2.28K - $3.39K
|
3.7K
$779K
|