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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9New |
$1.46K - $2.85K
|
9
$2.93K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
220New |
$35.7K - $69.6K
|
220
$71.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
95+ 7.64% |
$15.4K - $30K
|
1.34K
$436K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
43New |
$6.98K - $13.6K
|
43
$14K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.93K- 60.43% |
$638K - $1.24M
|
2.57K
$839K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
95+ 1.14% |
$15.4K - $30K
|
8.45K
$2.75M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
9+ 6.52% |
$1.46K - $2.85K
|
147
$47.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1+ 0.35% |
$162 - $316
|
289
$94.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$162 - $316
|
1
$326
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
21+ 5.24% |
$3.41K - $6.64K
|
422
$138K
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-8- 0.14% |
$1.3K - $2.53K
|
5.66K
$1.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
239+ 22.65% |
$38.8K - $75.6K
|
1.29K
$422K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
148New |
$24K - $46.8K
|
148
$48.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-29- 0.85% |
$4.71K - $9.17K
|
3.37K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
44+ 0.36% |
$7.14K - $13.9K
|
12.1K
$3.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 53.85% |
$1.14K - $2.21K
|
6
$1.96K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15+ 12.71% |
$2.43K - $4.74K
|
133
$43.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$811 - $1.58K
|
5
$1.63K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-8.5K- 10.29% |
$1.38M - $2.69M
|
74.1K
$24.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.12K- 34.28% |
$181K - $353K
|
2.14K
$698K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 33.33% |
$162 - $316
|
2
$652
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-355- 22.01% |
$57.6K - $112K
|
1.26K
$410K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
670+ 127.62% |
$109K - $212K
|
1.2K
$389K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3New |
$487 - $949
|
3
$978
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
546+ 162.5% |
$88.6K - $173K
|
882
$287K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
28+ 350.0% |
$4.54K - $8.86K
|
36
$11.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 200.0% |
$325 - $633
|
3
$978
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3New |
$487 - $949
|
3
$978
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
672+ 2.24% |
$132K - $208K
|
30.7K
$10M
|
|
|
Jun 10, 2025
Q4 2024
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
1.2KNew |
$236K - $372K
|
1.2K
$391K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.11K+ 298.73% |
$415K - $653K
|
2.82K
$918K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-366- 2.89% |
$72.1K - $113K
|
12.3K
$4.01M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-100- 2.44% |
$19.7K - $31K
|
4K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.16K+ 184.94% |
$1.21M - $1.91M
|
9.5K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
3New |
$591 - $930
|
3
$978
|
|
|
Feb 14, 2025
Q4 2024
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
33.4KNew |
$6.58M - $10.3M
|
33.4K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
70KNew |
$13.8M - $21.7M
|
70K
$22.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.17K+ 78.38% |
$427K - $672K
|
4.93K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.12KNew |
$221K - $347K
|
1.12K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.49K+ 36.75% |
$1.87M - $2.94M
|
35.3K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.07KNew |
$211K - $332K
|
1.07K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
400New |
$78.8K - $124K
|
400
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.18KNew |
$233K - $366K
|
1.18K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
819+ 34.17% |
$161K - $254K
|
3.22K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.1K- 47.69% |
$2.77M - $4.36M
|
15.5K
$5.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.84KNew |
$363K - $571K
|
1.84K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.1KNew |
$413K - $651K
|
2.1K
$684K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
35.2KNew |
$6.93M - $10.9M
|
35.2K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Gendell Jeffrey L
Greenwich, CT |
SELL
|
- |
-17.2K- 0.16% |
$3.38M - $5.32M
|
10.7M
$3.49B
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-12.6K- 73.08% |
$2.49M - $3.92M
|
4.66K
$1.52M
|
|