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 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
197+ 15.35% |
$26.5K - $39.3K
|
1.48K
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
BUY
|
- |
185New |
$24.8K - $36.9K
|
185
$39.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
176New |
$23.6K - $35.1K
|
176
$37.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
150New |
$20.1K - $30K
|
150
$32.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
100+ 17.18% |
$13.4K - $20K
|
682
$146K
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
96+ 4.0% |
$12.9K - $19.2K
|
2.5K
$536K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
81+ 1157.14% |
$10.9K - $16.2K
|
88
$18.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
80New |
$10.7K - $16K
|
80
$17.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
78+ 2.94% |
$10.5K - $15.6K
|
2.73K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
77+ 3.02% |
$10.3K - $15.4K
|
2.62K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
50New |
$6.71K - $9.99K
|
50
$10.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
48New |
$6.45K - $9.59K
|
48
$10.3K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45+ 2.56% |
$6.04K - $8.99K
|
1.81K
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
45+ 16.73% |
$6.04K - $8.99K
|
314
$67.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
35New |
$4.7K - $6.99K
|
35
$7.52K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
35+ 18.62% |
$4.7K - $6.99K
|
223
$47.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
32New |
$4.3K - $6.39K
|
32
$6.87K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
30New |
$4.03K - $5.99K
|
30
$6.44K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
23New |
$3.09K - $4.59K
|
23
$4.94K
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
23New |
$3.09K - $4.59K
|
23
$4.94K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
20New |
$2.69K - $3.99K
|
20
$4.29K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
16New |
$2.15K - $3.2K
|
16
$3.44K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14+ 0.83% |
$1.88K - $2.8K
|
1.7K
$364K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14New |
$1.88K - $2.8K
|
14
$3.01K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 69.23% |
$1.21K - $1.8K
|
22
$4.72K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
8New |
$1.07K - $1.6K
|
8
$1.72K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
8New |
$1.07K - $1.6K
|
8
$1.72K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4+ 133.33% |
$537 - $799
|
7
$1.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4New |
$537 - $799
|
4
$859
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
3New |
$403 - $599
|
3
$644
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 33.33% |
$403 - $599
|
12
$2.58K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$403 - $599
|
3
$644
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$269 - $399
|
2
$429
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$134 - $200
|
1
$215
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$134 - $200
|
1
$215
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 33.33% |
$134 - $200
|
2
$429
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6- 33.33% |
$806 - $1.2K
|
12
$2.58K
|
|
|
Nov 14, 2024
Q3 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-10- 0.3% |
$1.34K - $2K
|
3.31K
$711K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-17- 0.29% |
$2.28K - $3.39K
|
5.79K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-17- 0.46% |
$2.28K - $3.39K
|
3.7K
$794K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26- 0.3% |
$3.49K - $5.19K
|
8.66K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-43- 7.92% |
$5.77K - $8.59K
|
500
$107K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-83- 28.52% |
$11.1K - $16.6K
|
208
$44.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-100- 4.44% |
$13.4K - $20K
|
2.15K
$462K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-100- 0.35% |
$13.4K - $20K
|
28.1K
$6.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-100- 0.56% |
$13.4K - $20K
|
17.8K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-106- 2.12% |
$14.2K - $21.2K
|
4.89K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-110- 7.18% |
$14.8K - $22K
|
1.42K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-116- 4.14% |
$15.6K - $23.2K
|
2.68K
$576K
|