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, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.55KNew |
$179K - $283K
|
1.55K
$549K
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.48K+ 259.75% |
$171K - $269K
|
2.05K
$724K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.22KNew |
$141K - $223K
|
1.22K
$433K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
534New |
$61.7K - $97.4K
|
534
$189K
|
|
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
476+ 5.7% |
$55K - $86.8K
|
8.83K
$3.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
400New |
$46.2K - $72.9K
|
400
$141K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$11.6K - $18.2K
|
100
$35.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
46New |
$5.31K - $8.39K
|
46
$16.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
11+ 137.5% |
$1.27K - $2.01K
|
19
$6.72K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$116 - $182
|
1
$354
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
First Sabrepoint Capital Management LP
Dallas, TX |
BUY
|
- |
15KNew |
$1.15M - $1.82M
|
15K
$5.31M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.17KNew |
$167K - $264K
|
2.17K
$767K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
2KNew |
$154K - $243K
|
2K
$707K
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
1.7KNew |
$131K - $207K
|
1.7K
$602K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
1.7KNew |
$131K - $207K
|
1.7K
$601K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
729+ 216.96% |
$56K - $88.7K
|
1.07K
$377K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
395New |
$30.4K - $48K
|
395
$140K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
51New |
$3.92K - $6.2K
|
51
$18K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16New |
$1.23K - $1.95K
|
16
$5.66K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7New |
$538 - $851
|
7
$2.48K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$76.8 - $122
|
1
$354
|
|
| Q4 2023 | |||||||
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.67KNew |
$283K - $401K
|
4.67K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.2K+ 366.67% |
$134K - $189K
|
2.8K
$990K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
1.69K+ 11.36% |
$102K - $145K
|
16.5K
$5.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
200+ 200.0% |
$12.1K - $17.2K
|
300
$106K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
45New |
$2.73K - $3.87K
|
45
$15.9K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 16.21% |
$5.33K - $7.61K
|
717
$254K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
22New |
$1.17K - $1.67K
|
22
$7.78K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
32.5KNew |
$1.15M - $1.46M
|
32.5K
$11.5M
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
7.24KNew |
$205K - $260K
|
7.24K
$2.56M
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
647New |
$16.8K - $22.2K
|
647
$229K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
285New |
$7.39K - $9.76K
|
285
$101K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Jb Capital Partners LP
Armonk, NY |
BUY
|
- |
41.8KNew |
$1.84M - $2.19M
|
41.8K
$14.8M
|
|