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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
4New |
$642 - $1.18K
|
4
$1.45K
|
|
|
Jul 29, 2025
Q2 2025
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
2.5KNew |
$401K - $741K
|
2.5K
$904K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-400- 7.55% |
$64.2K - $118K
|
4.9K
$1.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1KNew |
$161K - $296K
|
1K
$361K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-5.2K- 37.68% |
$835K - $1.54M
|
8.6K
$3.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-426- 19.91% |
$68.4K - $126K
|
1.71K
$620K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-33- 22.45% |
$5.3K - $9.78K
|
114
$41.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-53- 1.57% |
$8.51K - $15.7K
|
3.32K
$1.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
819New |
$132K - $243K
|
819
$296K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-41- 3.03% |
$6.58K - $12.1K
|
1.31K
$475K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1- 20.0% |
$161 - $296
|
4
$1.45K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
12+ 75.0% |
$1.93K - $3.55K
|
28
$10.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 83.33% |
$803 - $1.48K
|
11
$3.98K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
110+ 82.71% |
$17.7K - $32.6K
|
243
$87.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.61K- 96.91% |
$418K - $772K
|
83
$30K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
11+ 22.45% |
$1.77K - $3.26K
|
60
$21.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-100- 5.26% |
$16.1K - $29.6K
|
1.8K
$651K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-36- 2.78% |
$5.78K - $10.7K
|
1.26K
$455K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$161 - $296
|
1
$361
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-3.48K- 30.74% |
$558K - $1.03M
|
7.83K
$2.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$321 - $592
|
2
$723
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.12KNew |
$179K - $331K
|
1.12K
$404K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-34- 0.49% |
$5.46K - $10.1K
|
6.93K
$2.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 100.0% |
$482 - $889
|
6
$2.17K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-20- 47.62% |
$3.21K - $5.92K
|
22
$7.95K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
34.7KNew |
$5.56M - $10.3M
|
34.7K
$12.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
714New |
$115K - $212K
|
714
$258K
|
|
|
Jul 16, 2025
Q2 2025
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.39KNew |
$383K - $707K
|
2.39K
$862K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5New |
$803 - $1.48K
|
5
$1.81K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
84New |
$13.5K - $24.9K
|
84
$30.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.03KNew |
$165K - $304K
|
1.03K
$371K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$177K - $326K
|
1.1K
$398K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29+ 11.33% |
$4.66K - $8.59K
|
285
$103K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
548+ 54800.0% |
$88K - $162K
|
549
$198K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
553+ 4.12% |
$88.8K - $164K
|
14K
$5.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-4- 4.44% |
$642 - $1.18K
|
86
$31.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-720- 8.16% |
$116K - $213K
|
8.1K
$2.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
846New |
$136K - $251K
|
846
$306K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
13K+ 68.42% |
$2.09M - $3.85M
|
32K
$11.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.18KNew |
$189K - $349K
|
1.18K
$426K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-12- 22.22% |
$1.93K - $3.55K
|
42
$15.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-4- 66.67% |
$642 - $1.18K
|
2
$723
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.44KNew |
$231K - $426K
|
1.44K
$520K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 4.17% |
$161 - $296
|
25
$9.04K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
22+ 27.16% |
$3.53K - $6.52K
|
103
$37.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
66+ 4.93% |
$10.6K - $19.6K
|
1.4K
$508K
|
|
| Q1 2025 | |||||||
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.39KNew |
$712K - $1.39M
|
4.39K
$1.59M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
176+ 7.12% |
$28.6K - $55.7K
|
2.65K
$957K
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.03K+ 84.58% |
$329K - $642K
|
4.43K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-30.8K- 36.75% |
$5M - $9.74M
|
53K
$19.2M
|
|