Latest Institutional Purchases of Ies Holdings, Inc. (IESC)
This list provides information on the latest institutional transactions involving Ies Holdings, Inc. (IESC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
34.7KNew |
$5.56M - $10.3M
|
34.7K
$10.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
13K+ 68.42% |
$2.09M - $3.85M
|
32K
$9.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.39KNew |
$383K - $707K
|
2.39K
$737K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.44KNew |
$231K - $426K
|
1.44K
$444K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.18KNew |
$189K - $349K
|
1.18K
$364K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.12KNew |
$179K - $331K
|
1.12K
$345K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$177K - $326K
|
1.1K
$340K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.03KNew |
$165K - $304K
|
1.03K
$317K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
846New |
$136K - $251K
|
846
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
714New |
$115K - $212K
|
714
$220K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
553+ 4.12% |
$88.8K - $164K
|
14K
$4.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
548+ 54800.0% |
$88K - $162K
|
549
$170K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
84New |
$13.5K - $24.9K
|
84
$25.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
66+ 4.93% |
$10.6K - $19.6K
|
1.4K
$434K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29+ 11.33% |
$4.66K - $8.59K
|
285
$88K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
22+ 27.16% |
$3.53K - $6.52K
|
103
$31.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5New |
$803 - $1.48K
|
5
$1.54K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 100.0% |
$482 - $889
|
6
$1.85K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$321 - $592
|
2
$618
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$161 - $296
|
1
$309
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 4.17% |
$161 - $296
|
25
$7.72K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
102KNew |
$16.6M - $32.3M
|
102K
$31.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
75K+ 56.53% |
$12.2M - $23.7M
|
208K
$64.1M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
54.2K+ 1642.81% |
$8.79M - $17.1M
|
57.5K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
40.7K+ 231.48% |
$6.6M - $12.9M
|
58.3K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
36.2K+ 88.92% |
$5.87M - $11.4M
|
76.9K
$23.7M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
31.5KNew |
$5.1M - $9.95M
|
31.5K
$9.71M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
30KNew |
$4.87M - $9.49M
|
30K
$9.26M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
24.9K+ 93.27% |
$4.03M - $7.86M
|
51.5K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.2K+ 195.67% |
$2.8M - $5.45M
|
26K
$8.04M
|
|
|
May 15, 2025
Q1 2025
|
Apis Capital Advisors, LLC
New York, NY |
BUY
|
- |
15.9K+ 71.64% |
$2.57M - $5.02M
|
38K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
14.8K+ 314.89% |
$2.4M - $4.68M
|
19.5K
$6.02M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
14.2KNew |
$2.3M - $4.48M
|
14.2K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Beaconlight Capital, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$1.85M - $3.6M
|
11.4K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
11.3K+ 74.83% |
$1.83M - $3.57M
|
26.4K
$8.15M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
10KNew |
$1.63M - $3.17M
|
10K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
10KNew |
$1.62M - $3.16M
|
10K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
9.7K+ 970.0% |
$1.57M - $3.07M
|
10.7K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
9.4K+ 28.87% |
$1.52M - $2.97M
|
41.9K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
8.89KNew |
$1.44M - $2.81M
|
8.89K
$2.75M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8.77KNew |
$1.42M - $2.77M
|
8.77K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
7.79K+ 65.8% |
$1.26M - $2.46M
|
19.6K
$6.06M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
7.35K+ 3.0% |
$1.19M - $2.32M
|
252K
$77.8M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7K+ 71.88% |
$1.14M - $2.21M
|
16.7K
$5.17M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
6.6KNew |
$1.07M - $2.09M
|
6.6K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
6.01K+ 91.62% |
$975K - $1.9M
|
12.6K
$3.88M
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
5.3KNew |
$860K - $1.68M
|
5.3K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
4.72K+ 142.54% |
$766K - $1.49M
|
8.03K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.56K+ 129.98% |
$739K - $1.44M
|
8.06K
$2.49M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
4.4KNew |
$715K - $1.39M
|
4.4K
$1.36M
|
|