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 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
60+ 157.89% |
$17.4K - $23.9K
|
98
$35.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
611+ 20.47% |
$177K - $243K
|
3.6K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
695+ 25.24% |
$201K - $276K
|
3.45K
$1.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
SELL
|
- |
-3.67K- 99.11% |
$1.06M - $1.46M
|
33
$12K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3.73K- 13.93% |
$1.08M - $1.48M
|
23.1K
$8.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
657New |
$190K - $261K
|
657
$240K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-20- 0.29% |
$5.79K - $7.95K
|
6.91K
$2.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.26KNew |
$365K - $502K
|
1.26K
$461K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
63+ 91.3% |
$18.2K - $25.1K
|
132
$48.1K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
5.37K+ 15.35% |
$1.55M - $2.13M
|
40.3K
$14.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.29K- 48.83% |
$2.4M - $3.29M
|
8.68K
$3.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3New |
$868 - $1.19K
|
3
$1.09K
|
|
|
Nov 03, 2025
Q3 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
353+ 4.51% |
$102K - $140K
|
8.18K
$2.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
240+ 118.23% |
$69.4K - $95.4K
|
443
$162K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-4- 0.15% |
$1.16K - $1.59K
|
2.62K
$956K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
526New |
$152K - $209K
|
526
$192K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
638New |
$185K - $254K
|
638
$233K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-22- 2.69% |
$6.36K - $8.75K
|
797
$291K
|
|
|
Oct 31, 2025
Q3 2025
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
1.8KNew |
$521K - $716K
|
1.8K
$656K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
9.06K+ 1309.39% |
$2.62M - $3.6M
|
9.75K
$3.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
25+ 30.12% |
$7.23K - $9.94K
|
108
$39.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-100- 3.13% |
$28.9K - $39.8K
|
3.1K
$1.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-349- 22.96% |
$101K - $139K
|
1.17K
$427K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
5New |
$1.45K - $1.99K
|
5
$1.82K
|
|
|
Oct 30, 2025
Q3 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
BUY
|
- |
13.3KNew |
$3.85M - $5.29M
|
13.3K
$4.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
573New |
$166K - $228K
|
573
$209K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
55New |
$15.9K - $21.9K
|
55
$20.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
437+ 51.65% |
$126K - $174K
|
1.28K
$468K
|
|
|
Oct 28, 2025
Q3 2025
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-1.1K- 44.0% |
$318K - $437K
|
1.4K
$511K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-20- 1.17% |
$5.79K - $7.95K
|
1.69K
$618K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.88KNew |
$1.12M - $1.54M
|
3.88K
$1.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
508New |
$147K - $202K
|
508
$185K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
BUY
|
- |
820New |
$237K - $326K
|
820
$299K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
524New |
$152K - $208K
|
524
$191K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
29New |
$8.39K - $11.5K
|
29
$10.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
328+ 45.94% |
$94.9K - $130K
|
1.04K
$380K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
4+ 14.29% |
$1.16K - $1.59K
|
32
$11.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
957New |
$277K - $381K
|
957
$349K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
116+ 9.32% |
$33.6K - $46.1K
|
1.36K
$496K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
100New |
$28.9K - $39.8K
|
100
$36.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.24KNew |
$358K - $493K
|
1.24K
$452K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
21+ 0.63% |
$6.08K - $8.35K
|
3.34K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
200+ 11.11% |
$57.9K - $79.5K
|
2K
$729K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.36K- 14.19% |
$394K - $541K
|
8.23K
$3M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
469+ 35.32% |
$136K - $186K
|
1.8K
$655K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5- 0.5% |
$1.45K - $1.99K
|
997
$364K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1New |
$289 - $398
|
1
$365
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-110- 12.97% |
$31.8K - $43.7K
|
738
$269K
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-955- 26.77% |
$276K - $380K
|
2.61K
$953K
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
382+ 8.75% |
$111K - $152K
|
4.75K
$1.73M
|
|