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 15, 2022
Q2 2022
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-46.9KClosed |
$1.19M - $1.9M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-26- 0.05% |
$657 - $1.05K
|
50K
$16.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2Closed |
$50.5 - $81.1
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
R.P. Boggs & Co.
|
SELL
|
- |
-166KClosed |
$4.19M - $6.72M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-45.6KClosed |
$1.15M - $1.85M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.09KClosed |
$27.4K - $44K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-80Closed |
$2.02K - $3.24K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-392Closed |
$15.8K - $21K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-70Closed |
$2.81K - $3.75K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-15K- 50.0% |
$685K - $828K
|
15K
$4.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-6Closed |
$274 - $331
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-774- 8.99% |
$35.4K - $42.7K
|
7.84K
$2.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Ars Investment Partners, LLC
|
SELL
|
- |
-6KClosed |
$274K - $331K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-10.6KClosed |
$484K - $584K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-50KClosed |
$2.14M - $2.74M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-28.5KClosed |
$1.22M - $1.56M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-4.18KClosed |
$178K - $229K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-215Closed |
$9.18K - $11.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-12.6KClosed |
$609K - $695K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Jb Capital Partners LP
Armonk, NY |
BUY
|
- |
41.8KNew |
$1.84M - $2.19M
|
41.8K
$13.6M
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-179Closed |
$7.85K - $9.35K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Mackay Shields LLC
|
SELL
|
- |
-15.1KClosed |
$482K - $735K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Dakota Wealth Management
|
SELL
|
- |
-12.2KClosed |
$388K - $592K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-9.34KClosed |
$298K - $455K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 30, 2020
Q3 2020
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-52Closed |
$1.05K - $1.83K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-36KClosed |
$729K - $1.27M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Acuitas Investments, LLC
|
SELL
|
- |
-232KClosed |
$3.8M - $5.68M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-54KClosed |
$884K - $1.32M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-19.3KClosed |
$374K - $504K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.5KClosed |
$44.4K - $51.8K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 29, 2019
Q1 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-100Closed |
$1.59K - $1.9K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 19, 2018
Q2 2018
|
Unison Advisors LLC
|
SELL
|
- |
-13.4KClosed |
$206K - $243K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-4.56KClosed |
$68.6K - $83.2K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-27.7KClosed |
$417K - $506K
|
0
$0
|
|
|
Apr 26, 2018
Q1 2018
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-1.76KClosed |
$26.5K - $32.1K
|
0
$0
|
|
|
Apr 20, 2018
Q1 2018
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2KClosed |
$30.1K - $36.5K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 15, 2018
Q4 2017
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-37.8KClosed |
$639K - $722K
|
0
$0
|
|
|
Feb 15, 2018
Q4 2017
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-16.4KClosed |
$276K - $312K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-30KClosed |
$507K - $573K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Precept Management LLC
Dallas, TX |
SELL
|
- |
-84KClosed |
$1.42M - $1.6M
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-5.55KClosed |
$93.8K - $106K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-8.2KClosed |
$121K - $146K
|
0
$0
|
|