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 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-17- 19.77% |
$4.92K - $6.76K
|
69
$26.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-20- 0.29% |
$5.79K - $7.95K
|
6.91K
$2.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-20- 1.17% |
$5.79K - $7.95K
|
1.69K
$659K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-22- 2.69% |
$6.36K - $8.75K
|
797
$310K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 2.18% |
$7.23K - $9.94K
|
1.12K
$436K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-28- 2.23% |
$8.1K - $11.1K
|
1.23K
$479K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-72- 25.26% |
$20.8K - $28.6K
|
213
$82.9K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-93- 81.58% |
$26.9K - $37K
|
21
$8.17K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
SELL
|
- |
-100- 14.29% |
$28.9K - $39.8K
|
600
$233K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-100- 3.13% |
$28.9K - $39.8K
|
3.1K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-110- 12.97% |
$31.8K - $43.7K
|
738
$287K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-349- 22.96% |
$101K - $139K
|
1.17K
$456K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-665- 47.36% |
$192K - $264K
|
739
$288K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-843- 34.02% |
$244K - $335K
|
1.64K
$636K
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-955- 26.77% |
$276K - $380K
|
2.61K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-1.1K- 44.0% |
$318K - $437K
|
1.4K
$545K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-1.1K- 22.45% |
$318K - $437K
|
3.8K
$1.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.22K- 3.53% |
$354K - $487K
|
33.4K
$13M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.36K- 14.19% |
$394K - $541K
|
8.23K
$3.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.56K- 18.31% |
$740K - $1.02M
|
11.4K
$4.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.29K- 48.83% |
$2.4M - $3.29M
|
8.68K
$3.38M
|