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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-657- 35.0% |
$75.9K - $120K
|
1.22K
$398K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
534New |
$61.7K - $97.4K
|
534
$174K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
400New |
$46.2K - $72.9K
|
400
$130K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-400- 28.57% |
$46.2K - $72.9K
|
1K
$326K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$11.6K - $18.2K
|
100
$32.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
11+ 137.5% |
$1.27K - $2.01K
|
19
$6.19K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.22KNew |
$141K - $223K
|
1.22K
$399K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-15.6K- 91.24% |
$1.81M - $2.85M
|
1.5K
$490K
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.55KNew |
$179K - $283K
|
1.55K
$506K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.55K- 84.68% |
$179K - $282K
|
280
$91.3K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
1.7KNew |
$131K - $207K
|
1.7K
$555K
|
|
|
May 15, 2024
Q1 2024
|
First Sabrepoint Capital Management LP
Dallas, TX |
BUY
|
- |
15KNew |
$1.15M - $1.82M
|
15K
$4.89M
|
|
|
May 15, 2024
Q1 2024
|
Breach Inlet Capital Management, LLC
Mt. Pleasant, SC |
SELL
|
- |
-97.3K- 75.32% |
$7.48M - $11.8M
|
31.9K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
729+ 216.96% |
$56K - $88.7K
|
1.07K
$347K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-35- 0.86% |
$2.69K - $4.26K
|
4.04K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16New |
$1.23K - $1.95K
|
16
$5.22K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-607- 3.06% |
$46.6K - $73.8K
|
19.2K
$6.26M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.17KNew |
$167K - $264K
|
2.17K
$707K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
2KNew |
$154K - $243K
|
2K
$652K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
1.7KNew |
$131K - $207K
|
1.7K
$554K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5K- 62.1% |
$384K - $608K
|
3.05K
$994K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$76.8 - $122
|
1
$326
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7New |
$538 - $851
|
7
$2.28K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
51New |
$3.92K - $6.2K
|
51
$16.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
395New |
$30.4K - $48K
|
395
$129K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.25K- 23.03% |
$137K - $194K
|
7.53K
$2.46M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
45New |
$2.73K - $3.87K
|
45
$14.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-83- 15.54% |
$5.04K - $7.13K
|
451
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.2K+ 366.67% |
$134K - $189K
|
2.8K
$913K
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
200+ 200.0% |
$12.1K - $17.2K
|
300
$97.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-21.2K- 45.8% |
$1.29M - $1.82M
|
25.1K
$8.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.69K+ 11.36% |
$102K - $145K
|
16.5K
$5.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
SELL
|
- |
-800- 23.53% |
$48.6K - $68.7K
|
2.6K
$847K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.67KNew |
$283K - $401K
|
4.67K
$1.52M
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
22New |
$1.17K - $1.67K
|
22
$7.17K
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 16.21% |
$5.33K - $7.61K
|
717
$234K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-24.8K- 23.37% |
$1M - $1.41M
|
81.3K
$26.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-900- 18.0% |
$36.4K - $51.2K
|
4.1K
$1.34M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.4K- 61.25% |
$478K - $606K
|
8.5K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-2.79K- 23.65% |
$99.1K - $126K
|
9K
$2.93M
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-5.43K- 47.53% |
$193K - $245K
|
6K
$1.95M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
32.5KNew |
$1.15M - $1.46M
|
32.5K
$10.6M
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
7.24KNew |
$205K - $260K
|
7.24K
$2.36M
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
647New |
$16.8K - $22.2K
|
647
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-9.7KClosed |
$252K - $332K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
285New |
$7.39K - $9.76K
|
285
$92.9K
|
|
|
Oct 24, 2022
Q3 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-8.58K- 35.44% |
$223K - $294K
|
15.6K
$5.1M
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-27- 13.04% |
$682 - $1.09K
|
180
$58.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-18Closed |
$455 - $730
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-5.64KClosed |
$143K - $229K
|
0
$0
|
|