Purchases and Sales Made in Q2 2025 in Ies Holdings, Inc. (IESC)
This table provides information about the institutional ownership of Ies Holdings, Inc. (IESC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
151K+ 20.93% |
$24.3M - $44.8M
|
874K
$309M
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
45.9KNew |
$7.37M - $13.6M
|
45.9K
$16.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
36.8K+ 50.15% |
$5.92M - $10.9M
|
110K
$39M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
34.7KNew |
$5.56M - $10.3M
|
34.7K
$12.3M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
22.9K+ 42.56% |
$3.67M - $6.77M
|
76.6K
$27.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21.7K+ 17.0% |
$3.49M - $6.44M
|
150K
$52.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
17KNew |
$2.72M - $5.03M
|
17K
$6M
|
|
|
Aug 12, 2025
Q2 2025
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
15.4KNew |
$2.48M - $4.57M
|
15.4K
$5.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
13.8KNew |
$2.22M - $4.09M
|
13.8K
$4.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
13K+ 68.42% |
$2.09M - $3.85M
|
32K
$11.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
12K+ 4.77% |
$1.93M - $3.56M
|
264K
$93.4M
|
|
|
Aug 13, 2025
Q2 2025
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
6KNew |
$963K - $1.78M
|
6K
$2.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
5.75K+ 87.14% |
$924K - $1.7M
|
12.4K
$4.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.41K+ 10.99% |
$869K - $1.6M
|
54.7K
$19.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Altra Vue Capital, LLC
Bellevue, WA |
BUY
|
- |
5.38K+ 3.42% |
$864K - $1.59M
|
163K
$57.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
BUY
|
- |
4.03K+ 2.26% |
$646K - $1.19M
|
182K
$64.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.72KNew |
$597K - $1.1M
|
3.72K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.28K+ 38.82% |
$527K - $971K
|
11.7K
$4.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
2.5KNew |
$401K - $741K
|
2.5K
$884K
|
|
|
Jul 16, 2025
Q2 2025
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.39KNew |
$383K - $707K
|
2.39K
$844K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
2.3KNew |
$369K - $681K
|
2.3K
$814K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.24K+ 317.56% |
$360K - $664K
|
2.95K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2K+ 15.75% |
$320K - $591K
|
14.7K
$5.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
1.88K+ 13.24% |
$302K - $556K
|
16.1K
$5.68M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.79KNew |
$288K - $531K
|
1.79K
$634K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.64K+ 84.72% |
$263K - $485K
|
3.57K
$1.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.44KNew |
$231K - $426K
|
1.44K
$509K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.32KNew |
$212K - $391K
|
1.32K
$467K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.25KNew |
$200K - $369K
|
1.25K
$440K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.18K+ 75.3% |
$190K - $350K
|
2.75K
$974K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.18KNew |
$189K - $349K
|
1.18K
$417K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
1.14KNew |
$183K - $337K
|
1.14K
$403K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.12KNew |
$179K - $331K
|
1.12K
$395K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$177K - $326K
|
1.1K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
1.05KNew |
$169K - $311K
|
1.05K
$371K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.03KNew |
$165K - $304K
|
1.03K
$363K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1KNew |
$161K - $297K
|
1K
$354K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$161K - $296K
|
1K
$354K
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1KNew |
$161K - $296K
|
1K
$354K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
996New |
$160K - $295K
|
996
$352K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
982New |
$158K - $291K
|
982
$347K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
929New |
$149K - $275K
|
929
$329K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
913New |
$147K - $270K
|
913
$323K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
897+ 1.18% |
$144K - $266K
|
76.6K
$27.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
872New |
$140K - $258K
|
872
$308K
|
|
|
Aug 12, 2025
Q2 2025
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
858New |
$138K - $254K
|
858
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
848New |
$136K - $251K
|
848
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
846New |
$136K - $251K
|
846
$299K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
826+ 8.44% |
$133K - $245K
|
10.6K
$3.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
819New |
$132K - $243K
|
819
$290K
|