Purchases and Sales Made in Q4 2024 in Ies Holdings, Inc. (IESC)
This table provides information about the institutional ownership of Ies Holdings, Inc. (IESC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
5.3K+ 6.86% |
$1.04M - $1.64M
|
82.6K
$17.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.69KNew |
$332K - $523K
|
1.69K
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.06KNew |
$208K - $327K
|
1.06K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
525New |
$103K - $163K
|
525
$112K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
138+ 52.47% |
$27.2K - $42.8K
|
401
$85.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
100+ 1.25% |
$19.7K - $31K
|
8.11K
$1.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
94New |
$18.5K - $29.1K
|
94
$20K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
32+ 2.64% |
$6.3K - $9.92K
|
1.24K
$265K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12+ 5.38% |
$2.36K - $3.72K
|
235
$50.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
12+ 100.0% |
$2.36K - $3.72K
|
24
$5.11K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
6+ 7.5% |
$1.18K - $1.86K
|
86
$18.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4+ 11.43% |
$788 - $1.24K
|
39
$8.31K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 200.0% |
$788 - $1.24K
|
6
$1.28K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$197 - $310
|
1
$213
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-5- 1.47% |
$984 - $1.55K
|
336
$71.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-81- 2.43% |
$15.9K - $25.1K
|
3.26K
$694K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-90- 4.4% |
$17.7K - $27.9K
|
1.96K
$417K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-114- 1.14% |
$22.4K - $35.3K
|
9.9K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-472- 1.68% |
$92.9K - $146K
|
27.6K
$5.89M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-494- 23.45% |
$97.3K - $153K
|
1.61K
$344K
|
|
|
Jan 23, 2025
Q4 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.3K- 69.26% |
$256K - $403K
|
578
$123K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.35K- 27.45% |
$266K - $418K
|
3.57K
$760K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.48K- 59.29% |
$291K - $459K
|
1.02K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.12K- 36.64% |
$418K - $657K
|
3.67K
$782K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-70K- 82.55% |
$13.8M - $21.7M
|
14.8K
$3.15M
|