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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.35KNew |
$1.64M - $2.59M
|
8.35K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
7.35KNew |
$1.45M - $2.28M
|
7.35K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
5.3K+ 6.86% |
$1.04M - $1.64M
|
82.6K
$18.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.86K+ 1856.73% |
$760K - $1.2M
|
4.07K
$908K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.15K+ 70.89% |
$424K - $667K
|
5.19K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.69KNew |
$332K - $523K
|
1.69K
$377K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.46K+ 26.37% |
$288K - $453K
|
7.01K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.06KNew |
$208K - $327K
|
1.06K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.03KNew |
$203K - $320K
|
1.03K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$197K - $310K
|
1K
$223K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1KNew |
$197K - $310K
|
1K
$223K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
700+ 21.88% |
$138K - $217K
|
3.9K
$871K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
525New |
$103K - $163K
|
525
$117K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
370New |
$72.8K - $115K
|
370
$82.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
249+ 6.56% |
$49K - $77.2K
|
4.04K
$902K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
216+ 31.67% |
$42.5K - $66.9K
|
898
$200K
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
192+ 3.51% |
$37.8K - $59.5K
|
5.66K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
171+ 1.41% |
$33.7K - $53K
|
12.3K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
138+ 52.47% |
$27.2K - $42.8K
|
401
$89.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
100+ 1.25% |
$19.7K - $31K
|
8.11K
$1.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
60New |
$11.8K - $18.6K
|
60
$13.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
32+ 0.44% |
$6.3K - $9.92K
|
7.34K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
32+ 2.64% |
$6.3K - $9.92K
|
1.24K
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24+ 25.53% |
$4.73K - $7.44K
|
118
$26.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
16New |
$3.15K - $4.96K
|
16
$3.57K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
12+ 100.0% |
$2.36K - $3.72K
|
24
$5.36K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12+ 5.38% |
$2.36K - $3.72K
|
235
$52.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9New |
$1.77K - $2.79K
|
9
$2.01K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 116.67% |
$1.38K - $2.17K
|
13
$2.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
6+ 7.5% |
$1.18K - $1.86K
|
86
$19.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 200.0% |
$788 - $1.24K
|
6
$1.34K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4+ 11.43% |
$788 - $1.24K
|
39
$8.71K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
3+ 37.5% |
$591 - $930
|
11
$2.46K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 14.29% |
$197 - $310
|
8
$1.79K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$197 - $310
|
1
$223
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
146K+ 1301.53% |
$19.6M - $29.2M
|
157K
$35.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
74.4K+ 165.42% |
$10M - $14.9M
|
119K
$26.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
68.8K+ 79.32% |
$9.23M - $13.7M
|
155K
$34.7M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
54.5KNew |
$7.32M - $10.9M
|
54.5K
$12.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
52.2KNew |
$7.01M - $10.4M
|
52.2K
$11.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
BUY
|
- |
38.8K+ 15.15% |
$5.21M - $7.74M
|
295K
$65.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ophir Asset Management Pty LTD
|
BUY
|
- |
28.5K+ 23.34% |
$3.83M - $5.69M
|
151K
$33.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
19.8KNew |
$2.66M - $3.95M
|
19.8K
$4.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
17.9K+ 455.63% |
$2.4M - $3.57M
|
21.8K
$4.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
17.3KNew |
$2.32M - $3.45M
|
17.3K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
16.9KNew |
$2.27M - $3.38M
|
16.9K
$3.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
15.3KNew |
$2.06M - $3.06M
|
15.3K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.1K+ 59.55% |
$2.03M - $3.02M
|
40.5K
$9.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
12.7K+ 280.39% |
$1.71M - $2.54M
|
17.2K
$3.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
12.2K+ 411.15% |
$1.64M - $2.44M
|
15.2K
$3.39M
|
|