Institutional Ownership Ies Holdings, Inc. (IESC)
This table provides information about the institutional ownership of Ies Holdings, Inc. (IESC). We have compiled data on the 256 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $3.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,143
shares
|
$240,601
0.14% of portfolio
|
Q3 2024
Added 10290.91%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
1,107
shares
|
$233,023
0.01% of portfolio
|
Q3 2024
Reduced 36.99%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,102
shares
|
$231,971
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,100
shares
|
$231,550
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,000
shares
|
$210,500
0.07% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
808
shares
|
$170,084
0.01% of portfolio
|
Q3 2023
Added 32.46%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
768
shares
|
$161,664
0.01% of portfolio
|
Q3 2024
Added 159.46%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
756
shares
|
$159,138
0.0% of portfolio
|
Q3 2023
Added 130.49%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
717
shares
|
$150,928
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New York State Teachers Retirement System
|
Oct 25, 2024 Q3 2024 |
717
shares
|
$150,928
0.0% of portfolio
|
Q3 2023
Added 16.21%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
682
shares
|
$143,561
0.0% of portfolio
|
Q3 2024
Added 17.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
647
shares
|
$136,193
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
500
shares
|
$105,250
0.0% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
470
shares
|
$98,935
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
452
shares
|
$95,146
0.01% of portfolio
|
Q3 2024
Added 356.57%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
395
shares
|
$83,147
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
350
shares
|
$73,675
0.0% of portfolio
|
Q3 2024
Added 180.0%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
341
shares
|
$71,780
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
314
shares
|
$66,097
0.0% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
288
shares
|
$60,624
0.0% of portfolio
|
Q2 2024
Added 5.11%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
285
shares
|
$59,992
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
263
shares
|
$55,361
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
223
shares
|
$46,941
0.0% of portfolio
|
Q3 2024
Added 18.62%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 15, 2024 Q3 2024 |
220
shares
|
$46,310
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
208
shares
|
$43,784
0.0% of portfolio
|
Q3 2024
Reduced 28.52%
|