Purchases and Sales Made in Q1 2023 in Ies Holdings, Inc. (IESC)
This table provides information about the institutional ownership of Ies Holdings, Inc. (IESC) during Q1 2023. The information is specifically focused on institutions that hold shares of IES Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-937- 54.48% |
$33.3K - $42.2K
|
783
$255K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1K- 12.5% |
$35.6K - $45.1K
|
7K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-1K- 13.16% |
$35.6K - $45.1K
|
6.6K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.06K- 11.33% |
$37.6K - $47.6K
|
8.28K
$2.7M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.66K- 2.04% |
$59K - $74.8K
|
79.6K
$25.9M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.99K- 1.7% |
$70.9K - $89.8K
|
115K
$37.5M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.18K- 9.94% |
$77.6K - $98.4K
|
19.8K
$6.44M
|
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-2.3K- 10.36% |
$81.8K - $104K
|
19.9K
$6.49M
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.78K- 9.68% |
$98.8K - $125K
|
26K
$8.46M
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-2.79K- 23.65% |
$99.1K - $126K
|
9K
$2.93M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-2.96K- 0.42% |
$105K - $134K
|
698K
$228M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.13K- 22.22% |
$111K - $141K
|
10.9K
$3.57M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.15K- 31.73% |
$112K - $142K
|
6.78K
$2.21M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-3.5K- 21.6% |
$124K - $158K
|
12.7K
$4.14M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.96K- 95.2% |
$176K - $224K
|
250
$81.5K
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-5.43K- 47.53% |
$193K - $245K
|
6K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-9K- 7.03% |
$320K - $406K
|
119K
$38.8M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-9.45K- 13.61% |
$336K - $426K
|
59.9K
$19.5M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.5K- 52.59% |
$408K - $517K
|
10.3K
$3.37M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.1K- 41.87% |
$430K - $545K
|
16.8K
$5.47M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.1K- 41.87% |
$430K - $545K
|
16.8K
$5.47M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.4K- 61.25% |
$478K - $606K
|
8.5K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14.8K- 50.48% |
$525K - $666K
|
14.5K
$4.73M
|
|
|
May 04, 2023
Q1 2023
|
Royce & Associates LP
|
SELL
|
- |
-16.8K- 3.49% |
$597K - $757K
|
465K
$152M
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-19.6K- 39.43% |
$698K - $885K
|
30.2K
$9.83M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-21K- 3.55% |
$748K - $949K
|
571K
$186M
|