Purchases and Sales Made in Q3 2024 in Ies Holdings, Inc. (IESC)
This table provides information about the institutional ownership of Ies Holdings, Inc. (IESC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.21K+ 48.57% |
$296K - $441K
|
6.75K
$1.45M
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.18KNew |
$292K - $434K
|
2.18K
$467K
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.11KNew |
$283K - $421K
|
2.11K
$452K
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.05KNew |
$275K - $408K
|
2.05K
$439K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.94KNew |
$260K - $386K
|
1.94K
$415K
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.93K+ 75.0% |
$259K - $385K
|
4.5K
$966K
|
|
Oct 22, 2024
Q3 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.88KNew |
$252K - $375K
|
1.88K
$404K
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.81KNew |
$244K - $362K
|
1.81K
$390K
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
1.78KNew |
$239K - $355K
|
1.78K
$382K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.7KNew |
$228K - $339K
|
1.7K
$364K
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.66KNew |
$223K - $332K
|
1.66K
$357K
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.65K+ 6.39% |
$222K - $330K
|
27.5K
$5.9M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.65KNew |
$222K - $330K
|
1.65K
$354K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.64KNew |
$221K - $328K
|
1.64K
$353K
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.56K+ 17.3% |
$209K - $311K
|
10.6K
$2.27M
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
1.56KNew |
$209K - $311K
|
1.56K
$334K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.5KNew |
$201K - $300K
|
1.5K
$322K
|
|
Oct 17, 2024
Q3 2024
|
Nkcfo LLC
|
BUY
|
- |
1.5KNew |
$201K - $300K
|
1.5K
$322K
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.47KNew |
$197K - $293K
|
1.47K
$315K
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.34KNew |
$180K - $267K
|
1.34K
$287K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.34KNew |
$179K - $267K
|
1.34K
$287K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.21KNew |
$163K - $242K
|
1.21K
$260K
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.21KNew |
$162K - $241K
|
1.21K
$260K
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.16K+ 1.53% |
$156K - $231K
|
76.7K
$16.5M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.13K+ 10290.91% |
$152K - $226K
|
1.14K
$245K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.1KNew |
$148K - $220K
|
1.1K
$237K
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$148K - $220K
|
1.1K
$236K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03K+ 2.54% |
$138K - $205K
|
41.5K
$8.91M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03K+ 2.54% |
$138K - $205K
|
41.5K
$8.91M
|
|
Oct 25, 2024
Q3 2024
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
940+ 17.41% |
$126K - $188K
|
6.34K
$1.36M
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
837+ 1.52% |
$112K - $167K
|
56K
$12M
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
787+ 30.83% |
$106K - $157K
|
3.34K
$717K
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
734+ 0.88% |
$98.6K - $147K
|
83.7K
$18M
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
717New |
$96.3K - $143K
|
717
$154K
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
700+ 28.0% |
$94K - $140K
|
3.2K
$687K
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
687+ 2.35% |
$92.3K - $137K
|
30K
$6.44M
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
623+ 0.3% |
$83.7K - $124K
|
209K
$44.9M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
561+ 7.53% |
$75.3K - $112K
|
8.01K
$1.72M
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
481+ 14.07% |
$64.6K - $96.1K
|
3.9K
$837K
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
472+ 159.46% |
$63.4K - $94.3K
|
768
$165K
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
470New |
$63.1K - $93.9K
|
470
$101K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
441+ 9.1% |
$59.2K - $88.1K
|
5.29K
$1.14M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
353+ 356.57% |
$47.4K - $70.5K
|
452
$97.1K
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
317+ 13.5% |
$42.6K - $63.3K
|
2.67K
$572K
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
269+ 6.37% |
$36.1K - $53.7K
|
4.49K
$964K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
225+ 180.0% |
$30.2K - $44.9K
|
350
$75.2K
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
223+ 2.99% |
$29.9K - $44.5K
|
7.69K
$1.65M
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
220New |
$29.5K - $43.9K
|
220
$47.2K
|
|
Nov 14, 2024
Q3 2024
|
Apis Capital Advisors, LLC
New York, NY |
BUY
|
- |
200+ 0.43% |
$26.9K - $39.9K
|
46.2K
$9.92M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
197+ 6.27% |
$26.5K - $39.3K
|
3.34K
$717K
|