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 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
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
806+ 2.43% |
$129K - $239K
|
34K
$12M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
798New |
$128K - $236K
|
798
$282K
|
|
|
Aug 08, 2025
Q2 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
740New |
$119K - $219K
|
740
$262K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
736New |
$118K - $218K
|
736
$260K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
714New |
$115K - $212K
|
714
$253K
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
692New |
$111K - $205K
|
692
$245K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
645New |
$104K - $191K
|
645
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
588+ 33.45% |
$94.4K - $174K
|
2.35K
$830K
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
571+ 26.44% |
$91.7K - $169K
|
2.73K
$966K
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
570+ 1.66% |
$91.5K - $169K
|
35K
$12.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
553+ 4.12% |
$88.8K - $164K
|
14K
$4.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
548+ 54800.0% |
$88K - $162K
|
549
$194K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
542+ 11.18% |
$87K - $161K
|
5.39K
$1.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
498+ 20.02% |
$80K - $148K
|
2.99K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
452+ 5.96% |
$72.6K - $134K
|
8.04K
$2.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
335+ 24.28% |
$53.8K - $99.2K
|
1.72K
$607K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
301New |
$48.3K - $89.2K
|
301
$106K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
234+ 13.03% |
$37.6K - $69.3K
|
2.03K
$718K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
157New |
$25.2K - $46.5K
|
157
$55.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
143+ 4.02% |
$23K - $42.4K
|
3.7K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
110+ 82.71% |
$17.7K - $32.6K
|
243
$86K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
101+ 841.67% |
$16.2K - $29.9K
|
113
$40K
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
94+ 0.89% |
$15.1K - $27.8K
|
10.7K
$3.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
87New |
$14K - $25.8K
|
87
$30.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
85+ 24.64% |
$13.6K - $25.2K
|
430
$152K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
84New |
$13.5K - $24.9K
|
84
$29.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
73+ 4.1% |
$11.7K - $21.6K
|
1.85K
$656K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
66+ 4.93% |
$10.6K - $19.6K
|
1.4K
$497K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
65+ 2.54% |
$10.4K - $19.3K
|
2.63K
$928K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
62+ 7.2% |
$9.96K - $18.4K
|
923
$326K
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
51+ 0.32% |
$8.19K - $15.1K
|
16.2K
$5.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
45+ 1.56% |
$7.23K - $13.3K
|
2.93K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
38+ 165.22% |
$6.1K - $11.3K
|
61
$21.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29+ 11.33% |
$4.66K - $8.59K
|
285
$101K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
22+ 27.16% |
$3.53K - $6.52K
|
103
$36.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22New |
$3.53K - $6.52K
|
22
$7.78K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17+ 37.78% |
$2.73K - $5.04K
|
62
$21.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
13+ 144.44% |
$2.09K - $3.85K
|
22
$7.78K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
13New |
$2.09K - $3.85K
|
13
$4.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
12+ 75.0% |
$1.93K - $3.55K
|
28
$9.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
12+ 24.0% |
$1.93K - $3.55K
|
62
$21.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
11+ 22.45% |
$1.77K - $3.26K
|
60
$21.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10New |
$1.61K - $2.96K
|
10
$3.54K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
10New |
$1.61K - $2.96K
|
10
$3.54K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7New |
$1.12K - $2.07K
|
7
$2.48K
|