Purchases and Sales Made in Q2 2024 in Ies Holdings, Inc. (IESC)
This table provides information about the institutional ownership of Ies Holdings, Inc. (IESC) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
86+ 40.95% |
$9.93K - $15.7K
|
296
$66.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
83+ 518.75% |
$9.59K - $15.1K
|
99
$22.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
52+ 1.42% |
$6.01K - $9.48K
|
3.72K
$829K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
50New |
$5.78K - $9.12K
|
50
$11.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
46New |
$5.31K - $8.39K
|
46
$10.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
20+ 0.72% |
$2.31K - $3.65K
|
2.8K
$625K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
17New |
$1.96K - $3.1K
|
17
$3.79K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
16+ 9.3% |
$1.85K - $2.92K
|
188
$42K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
14+ 5.11% |
$1.62K - $2.55K
|
288
$64.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13New |
$1.5K - $2.37K
|
13
$2.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
11New |
$1.27K - $2.01K
|
11
$2.46K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
11+ 137.5% |
$1.27K - $2.01K
|
19
$4.24K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9+ 100.0% |
$1.04K - $1.64K
|
18
$4.02K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
9New |
$1.04K - $1.64K
|
9
$2.01K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
7New |
$809 - $1.28K
|
7
$1.56K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6New |
$693 - $1.09K
|
6
$1.34K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3New |
$347 - $547
|
3
$670
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$347 - $547
|
3
$670
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3New |
$347 - $547
|
3
$670
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.02% |
$116 - $182
|
4.63K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$116 - $182
|
1
$223
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 21.43% |
$347 - $547
|
11
$2.46K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-20- 0.59% |
$2.31K - $3.65K
|
3.36K
$750K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24- 4.23% |
$2.77K - $4.38K
|
543
$121K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68- 8.41% |
$7.85K - $12.4K
|
741
$165K
|
|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-100- 4.26% |
$11.6K - $18.2K
|
2.25K
$502K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-141- 6.59% |
$16.3K - $25.7K
|
2K
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-223- 7.34% |
$25.8K - $40.7K
|
2.81K
$628K
|
|
|
Aug 13, 2024
Q2 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-255- 4.5% |
$29.5K - $46.5K
|
5.41K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-400- 28.57% |
$46.2K - $72.9K
|
1K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-478- 78.62% |
$55.2K - $87.1K
|
130
$29K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-636- 13.94% |
$73.5K - $116K
|
3.93K
$876K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-657- 35.0% |
$75.9K - $120K
|
1.22K
$272K
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-803- 7.79% |
$92.8K - $146K
|
9.5K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-846- 0.14% |
$97.7K - $154K
|
614K
$137M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-893- 1.59% |
$103K - $163K
|
55.2K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-896- 14.74% |
$103K - $163K
|
5.18K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-1K- 16.95% |
$116K - $182K
|
4.9K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-1.02K- 20.42% |
$118K - $186K
|
3.98K
$888K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.03K- 2.48% |
$119K - $187K
|
40.5K
$9.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.21K- 13.11% |
$140K - $221K
|
8.04K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-1.21K- 7.67% |
$140K - $221K
|
14.6K
$3.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.31K- 28.38% |
$152K - $239K
|
3.31K
$739K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.5K- 83.78% |
$174K - $274K
|
291
$65K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.55K- 84.68% |
$179K - $282K
|
280
$62.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Aviva PLC
|
SELL
|
- |
-1.58K- 26.85% |
$182K - $287K
|
4.29K
$958K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.7K- 2.01% |
$196K - $310K
|
83K
$18.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.77K- 40.78% |
$205K - $323K
|
2.57K
$574K
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-2.05K- 46.08% |
$237K - $374K
|
2.4K
$536K
|