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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
335+ 24.28% |
$53.8K - $99.2K
|
1.72K
$667K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
301New |
$48.3K - $89.2K
|
301
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
250+ 11.22% |
$40.1K - $74.1K
|
2.48K
$964K
|
|
|
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
$790K
|
|
|
Aug 14, 2025
Q2 2025
|
Legato Capital Management LLC
|
BUY
|
- |
210+ 0.6% |
$33.7K - $62.2K
|
35.2K
$13.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
157New |
$25.2K - $46.5K
|
157
$61.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
143+ 4.02% |
$23K - $42.4K
|
3.7K
$1.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
110+ 82.71% |
$17.7K - $32.6K
|
243
$94.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
101+ 841.67% |
$16.2K - $29.9K
|
113
$44K
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
94+ 0.89% |
$15.1K - $27.8K
|
10.7K
$4.16M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
87+ 2.89% |
$14K - $25.8K
|
3.1K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
87New |
$14K - $25.8K
|
87
$33.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
85+ 24.64% |
$13.6K - $25.2K
|
430
$167K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
84New |
$13.5K - $24.9K
|
84
$32.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
83+ 1037.5% |
$13.3K - $24.6K
|
91
$35.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
73+ 4.1% |
$11.7K - $21.6K
|
1.85K
$721K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
66+ 4.93% |
$10.6K - $19.6K
|
1.4K
$546K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
65+ 2.54% |
$10.4K - $19.3K
|
2.63K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
62+ 7.2% |
$9.96K - $18.4K
|
923
$359K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
61+ 3.21% |
$9.8K - $18.1K
|
1.96K
$762K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
51+ 1.04% |
$8.19K - $15.1K
|
4.96K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
51+ 0.32% |
$8.19K - $15.1K
|
16.2K
$6.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
50+ 2500.0% |
$8.03K - $14.8K
|
52
$20.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
45+ 1.56% |
$7.23K - $13.3K
|
2.93K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
38+ 165.22% |
$6.1K - $11.3K
|
61
$23.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29+ 11.33% |
$4.66K - $8.59K
|
285
$111K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
22+ 27.16% |
$3.53K - $6.52K
|
103
$40.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22New |
$3.53K - $6.52K
|
22
$8.56K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
21+ 5.93% |
$3.37K - $6.22K
|
375
$146K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
17New |
$2.73K - $5.04K
|
17
$6.62K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17+ 37.78% |
$2.73K - $5.04K
|
62
$24.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
13+ 144.44% |
$2.09K - $3.85K
|
22
$8.56K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
13New |
$2.09K - $3.85K
|
13
$5.06K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
12+ 24.0% |
$1.93K - $3.55K
|
62
$24.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
12+ 75.0% |
$1.93K - $3.55K
|
28
$10.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
11+ 22.45% |
$1.77K - $3.26K
|
60
$23.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
10New |
$1.61K - $2.96K
|
10
$3.89K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10New |
$1.61K - $2.96K
|
10
$3.89K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8+ 800.0% |
$1.28K - $2.37K
|
9
$3.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7New |
$1.12K - $2.07K
|
7
$2.72K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6+ 1.13% |
$963 - $1.78K
|
536
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.34% |
$803 - $1.48K
|
1.46K
$568K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5New |
$803 - $1.48K
|
5
$1.95K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 83.33% |
$803 - $1.48K
|
11
$4.28K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
4New |
$642 - $1.18K
|
4
$1.56K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
4+ 57.14% |
$642 - $1.18K
|
11
$4.28K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 100.0% |
$482 - $889
|
6
$2.33K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$482 - $889
|
3
$1.17K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$321 - $592
|
2
$778
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2New |
$321 - $592
|
2
$778
|