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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-2.95K- 57.86% |
$478K - $932K
|
2.15K
$699K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
6+ 0.08% |
$974 - $1.9K
|
7.82K
$2.55M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-200- 1.14% |
$32.5K - $63.3K
|
17.4K
$5.67M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-746- 89.13% |
$121K - $236K
|
91
$29.7K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-137K- 68.27% |
$22.2M - $43.4M
|
63.7K
$20.8M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
31.5KNew |
$5.1M - $9.95M
|
31.5K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
503+ 31.8% |
$81.6K - $159K
|
2.09K
$680K
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
84+ 3.02% |
$13.6K - $26.6K
|
2.87K
$935K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.06K+ 1514.29% |
$172K - $335K
|
1.13K
$368K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
1.3K+ 100.0% |
$211K - $411K
|
2.6K
$847K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
5+ 45.45% |
$811 - $1.58K
|
16
$5.22K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
137+ 11.28% |
$22.2K - $43.3K
|
1.35K
$441K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.95K- 99.74% |
$316K - $615K
|
5
$1.63K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.4K- 13.47% |
$2.34M - $4.56M
|
92.6K
$30.2M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-30.4K- 4.03% |
$4.93M - $9.61M
|
723K
$236M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.71K- 7.0% |
$926K - $1.8M
|
75.8K
$24.7M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-116- 51.1% |
$18.8K - $36.7K
|
111
$36.2K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
50New |
$8.11K - $15.8K
|
50
$16.3K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.57KNew |
$255K - $497K
|
1.57K
$512K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-536- 23.13% |
$87K - $170K
|
1.78K
$580K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
17+ 53.13% |
$2.76K - $5.38K
|
49
$16K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
116+ 966.67% |
$18.8K - $36.7K
|
128
$41.7K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.13K+ 11.07% |
$183K - $356K
|
11.3K
$3.69M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.84K+ 6.11% |
$460K - $898K
|
49.3K
$16.1M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8.77KNew |
$1.42M - $2.77M
|
8.77K
$2.86M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
6.6KNew |
$1.07M - $2.09M
|
6.6K
$2.15M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
10New |
$1.62K - $3.16K
|
10
$3.26K
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-5.29K- 13.13% |
$858K - $1.67M
|
35K
$11.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20+ 0.23% |
$3.25K - $6.33K
|
8.69K
$2.83M
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-177- 0.1% |
$28.7K - $56K
|
178K
$58.1M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
4.4KNew |
$715K - $1.39M
|
4.4K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.3K- 44.39% |
$374K - $729K
|
2.89K
$941K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.66K+ 10656.0% |
$432K - $843K
|
2.69K
$876K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-4.56K- 56.17% |
$739K - $1.44M
|
3.56K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-490- 12.86% |
$79.5K - $155K
|
3.32K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
10KNew |
$1.63M - $3.17M
|
10K
$3.27M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.34KNew |
$542K - $1.06M
|
3.34K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
6.01K+ 91.62% |
$975K - $1.9M
|
12.6K
$4.09M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.86K- 12.38% |
$789K - $1.54M
|
34.4K
$11.2M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-37- 1.42% |
$6K - $11.7K
|
2.56K
$834K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
456+ 50.78% |
$74K - $144K
|
1.35K
$441K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3- 13.04% |
$487 - $949
|
20
$6.52K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.51KNew |
$245K - $477K
|
1.51K
$491K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-12- 75.0% |
$1.95K - $3.8K
|
4
$1.3K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-5- 8.33% |
$811 - $1.58K
|
55
$17.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-1.87K- 57.54% |
$303K - $591K
|
1.38K
$450K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-12- 50.0% |
$1.95K - $3.8K
|
12
$3.91K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
7New |
$1.14K - $2.21K
|
7
$2.28K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-290- 13.06% |
$47.1K - $91.7K
|
1.93K
$629K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
35+ 1.43% |
$5.68K - $11.1K
|
2.49K
$811K
|