Purchases and Sales Made in Q1 2025 in Ies Holdings, Inc. (IESC)
This table provides information about the institutional ownership of Ies Holdings, Inc. (IESC) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-376- 5.12% |
$61K - $119K
|
6.96K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-402- 3.42% |
$65.2K - $127K
|
11.3K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-459- 4.94% |
$74.5K - $145K
|
8.84K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-473- 50.21% |
$76.7K - $150K
|
469
$145K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-481- 4.68% |
$78K - $152K
|
9.79K
$3.02M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-490- 12.86% |
$79.5K - $155K
|
3.32K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-506- 91.83% |
$82.1K - $160K
|
45
$13.9K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-536- 23.13% |
$87K - $170K
|
1.78K
$550K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-672- 2.19% |
$109K - $213K
|
30K
$9.27M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-746- 89.13% |
$121K - $236K
|
91
$28.1K
|
|
|
May 13, 2025
Q1 2025
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-825- 20.03% |
$134K - $261K
|
3.29K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-900- 39.13% |
$146K - $285K
|
1.4K
$432K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.12K- 34.28% |
$181K - $353K
|
2.14K
$661K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.37K- 31.53% |
$223K - $434K
|
2.98K
$920K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.39K- 40.11% |
$225K - $439K
|
2.07K
$640K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.59K- 39.21% |
$257K - $501K
|
2.46K
$759K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.78K- 6.79% |
$289K - $564K
|
24.5K
$7.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-1.87K- 57.54% |
$303K - $591K
|
1.38K
$426K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.93K- 52.57% |
$313K - $610K
|
1.74K
$538K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.95K- 99.74% |
$316K - $615K
|
5
$1.54K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.11K- 6.03% |
$343K - $669K
|
33K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.14K- 16.23% |
$347K - $676K
|
11K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2.22K- 19.12% |
$359K - $701K
|
9.37K
$2.89M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.3K- 44.39% |
$374K - $729K
|
2.89K
$891K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.57K- 87.78% |
$417K - $813K
|
358
$111K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.59K- 3.06% |
$421K - $820K
|
82.1K
$25.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.94K- 80.63% |
$477K - $929K
|
706
$218K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-2.95K- 57.86% |
$478K - $932K
|
2.15K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.22K- 13.48% |
$522K - $1.02M
|
20.7K
$6.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.93K- 60.43% |
$638K - $1.24M
|
2.57K
$795K
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-4.51K- 21.77% |
$731K - $1.42M
|
16.2K
$5M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-4.56K- 56.17% |
$739K - $1.44M
|
3.56K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.86K- 12.38% |
$789K - $1.54M
|
34.4K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-5.18K- 15.41% |
$840K - $1.64M
|
28.4K
$8.77M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.21K- 13.91% |
$845K - $1.65M
|
32.2K
$9.95M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-5.29K- 13.13% |
$858K - $1.67M
|
35K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.71K- 7.0% |
$926K - $1.8M
|
75.8K
$23.4M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-5.89K- 2.9% |
$956K - $1.86M
|
198K
$61M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.95K- 34.38% |
$965K - $1.88M
|
11.4K
$3.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-5.98K- 40.38% |
$970K - $1.89M
|
8.82K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-6.23K- 58.66% |
$1.01M - $1.97M
|
4.39K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.74K- 21.05% |
$1.26M - $2.45M
|
29K
$8.96M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-7.87K- 41.12% |
$1.28M - $2.49M
|
11.3K
$3.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-8.5K- 10.29% |
$1.38M - $2.69M
|
74.1K
$22.9M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.9K- 96.27% |
$1.44M - $2.82M
|
345
$107K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13.1K- 8.01% |
$2.13M - $4.14M
|
150K
$46.5M
|
|
|
May 15, 2025
Q1 2025
|
Ophir Asset Management Pty LTD
|
SELL
|
- |
-13.3K- 14.84% |
$2.16M - $4.21M
|
76.4K
$23.6M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.4K- 13.47% |
$2.34M - $4.56M
|
92.6K
$28.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.6K- 90.94% |
$2.86M - $5.57M
|
1.76K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-19.3K- 66.21% |
$3.12M - $6.09M
|
9.82K
$3.03M
|