Purchases and Sales Made in Q3 2025 in Ies Holdings, Inc. (IESC)
This table provides information about the institutional ownership of Ies Holdings, Inc. (IESC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
49K+ 153.13% |
$14.2M - $19.5M
|
81K
$31.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
BUY
|
- |
13.3KNew |
$3.85M - $5.29M
|
13.3K
$5.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
9.06K+ 1309.39% |
$2.62M - $3.6M
|
9.75K
$3.8M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
5.37K+ 15.35% |
$1.55M - $2.13M
|
40.3K
$15.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.88KNew |
$1.12M - $1.54M
|
3.88K
$1.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Argent Capital Management LLC
|
BUY
|
- |
2.81KNew |
$813K - $1.12M
|
2.81K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
1.8KNew |
$521K - $716K
|
1.8K
$700K
|
|
|
Nov 03, 2025
Q3 2025
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.26KNew |
$365K - $502K
|
1.26K
$491K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.24KNew |
$358K - $493K
|
1.24K
$482K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
957New |
$277K - $381K
|
957
$372K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
BUY
|
- |
820New |
$237K - $326K
|
820
$319K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
657New |
$190K - $261K
|
657
$256K
|
|
|
Oct 08, 2025
Q3 2025
|
Vista Finance, LLC
|
BUY
|
- |
652New |
$189K - $259K
|
652
$254K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
638New |
$185K - $254K
|
638
$248K
|
|
|
Oct 20, 2025
Q3 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
595New |
$172K - $237K
|
595
$232K
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
573New |
$166K - $228K
|
573
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
550New |
$159K - $219K
|
550
$214K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
526New |
$152K - $209K
|
526
$205K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
524New |
$152K - $208K
|
524
$204K
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
521New |
$151K - $207K
|
521
$203K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
518New |
$150K - $206K
|
518
$202K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
508New |
$147K - $202K
|
508
$198K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
469+ 35.32% |
$136K - $186K
|
1.8K
$699K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
441+ 80.33% |
$128K - $175K
|
990
$385K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
437+ 51.65% |
$126K - $174K
|
1.28K
$499K
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
382+ 8.75% |
$111K - $152K
|
4.75K
$1.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
353+ 4.51% |
$102K - $140K
|
8.18K
$3.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
328+ 45.94% |
$94.9K - $130K
|
1.04K
$405K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
240+ 118.23% |
$69.4K - $95.4K
|
443
$172K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
200+ 11.11% |
$57.9K - $79.5K
|
2K
$778K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
163+ 12.41% |
$47.2K - $64.8K
|
1.48K
$574K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
129+ 53.09% |
$37.3K - $51.3K
|
372
$145K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
116+ 9.32% |
$33.6K - $46.1K
|
1.36K
$530K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
100New |
$28.9K - $39.8K
|
100
$38.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
71+ 1014.29% |
$20.5K - $28.2K
|
78
$30.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
63+ 91.3% |
$18.2K - $25.1K
|
132
$51.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
55New |
$15.9K - $21.9K
|
55
$21.4K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
29New |
$8.39K - $11.5K
|
29
$11.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
25+ 30.12% |
$7.23K - $9.94K
|
108
$42K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
21+ 0.63% |
$6.08K - $8.35K
|
3.34K
$1.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 50.0% |
$3.18K - $4.37K
|
33
$12.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7New |
$2.03K - $2.78K
|
7
$2.72K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
5New |
$1.45K - $1.99K
|
5
$1.95K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
4+ 14.29% |
$1.16K - $1.59K
|
32
$12.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3New |
$868 - $1.19K
|
3
$1.17K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 100.0% |
$579 - $795
|
4
$1.56K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1New |
$289 - $398
|
1
$389
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4- 9.52% |
$1.16K - $1.59K
|
38
$14.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-4- 0.15% |
$1.16K - $1.59K
|
2.62K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5- 0.5% |
$1.45K - $1.99K
|
997
$388K
|