Latest Institutional Transactions on Ies Holdings, Inc. (IESC)
This table provides information on the latest institutional transactions involving Ies Holdings, Inc. (IESC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 18.18% |
$579 - $795
|
13
$4.74K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
64+ 77.11% |
$18.5K - $25.4K
|
147
$53.6K
|
|
|
Dec 01, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
603+ 25.0% |
$174K - $240K
|
3.02K
$1.1M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 75.0% |
$3.47K - $4.77K
|
4
$1.46K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-11- 1.13% |
$3.18K - $4.37K
|
964
$352K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11New |
$3.18K - $4.37K
|
11
$4.01K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.81KNew |
$813K - $1.12M
|
2.81K
$1.02M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-393- 99.49% |
$114K - $156K
|
2
$729
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
523New |
$151K - $208K
|
523
$191K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
102+ 9.28% |
$29.5K - $40.6K
|
1.2K
$438K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
230New |
$66.5K - $91.5K
|
230
$83.9K
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.07KNew |
$1.18M - $1.62M
|
4.07K
$1.49M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-222- 7.18% |
$64.2K - $88.3K
|
2.87K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
5.87KNew |
$1.7M - $2.33M
|
5.87K
$2.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3.21K+ 18.33% |
$927K - $1.27M
|
20.7K
$7.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
9.42K+ 458.42% |
$2.72M - $3.74M
|
11.5K
$4.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
14.7K+ 32.89% |
$4.25M - $5.85M
|
59.4K
$21.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.3K- 42.67% |
$2.69M - $3.7M
|
12.5K
$4.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-1.15K- 5.95% |
$332K - $456K
|
18.1K
$6.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.47K+ 26.97% |
$1.29M - $1.78M
|
21K
$7.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
444+ 5.8% |
$128K - $177K
|
8.11K
$2.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8.96K- 49.12% |
$2.59M - $3.56M
|
9.28K
$3.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
544New |
$157K - $216K
|
544
$198K
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.41K+ 100.36% |
$408K - $561K
|
2.82K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.42K+ 97.54% |
$1.57M - $2.16M
|
11K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
72+ 2.32% |
$20.8K - $28.6K
|
3.17K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-6.9K- 37.17% |
$2M - $2.74M
|
11.7K
$4.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-150- 27.99% |
$43.4K - $59.6K
|
386
$141K
|
|
|
Nov 14, 2025
Q3 2025
|
Axa Investment Managers S.A.
Puteaux, I0 |
BUY
|
- |
1.39KNew |
$403K - $554K
|
1.39K
$508K
|
|
|
Nov 14, 2025
Q3 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-900- 42.86% |
$260K - $358K
|
1.2K
$438K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-624- 56.37% |
$181K - $248K
|
483
$176K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37New |
$10.7K - $14.7K
|
37
$13.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
80.1KNew |
$23.2M - $31.8M
|
80.1K
$29.2M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.56K- 0.76% |
$451K - $620K
|
203K
$74.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
784New |
$227K - $312K
|
784
$286K
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
1.2KNew |
$347K - $477K
|
1.2K
$438K
|
|
|
Nov 14, 2025
Q3 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
512New |
$148K - $204K
|
512
$187K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.22K- 67.8% |
$643K - $883K
|
1.06K
$385K
|
|
|
Nov 14, 2025
Q3 2025
|
Ophir Asset Management Pty LTD
|
SELL
|
- |
-17.3K- 21.11% |
$5M - $6.87M
|
64.5K
$23.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Clifford Capital Partners LLC
Alpine, UT |
SELL
|
- |
-149- 17.37% |
$43.1K - $59.2K
|
709
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46+ 4.22% |
$13.3K - $18.3K
|
1.14K
$414K
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-14.9K- 50.5% |
$4.32M - $5.93M
|
14.6K
$5.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
1.76K+ 11.39% |
$509K - $699K
|
17.2K
$6.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
276New |
$79.8K - $110K
|
276
$101K
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.05K+ 1.8% |
$305K - $419K
|
59.5K
$21.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.25K+ 44.1% |
$941K - $1.29M
|
10.6K
$3.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45- 3.13% |
$13K - $17.9K
|
1.39K
$508K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.72KNew |
$496K - $682K
|
1.72K
$625K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.11K- 43.28% |
$1.48M - $2.03M
|
6.7K
$2.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
801+ 35.4% |
$232K - $319K
|
3.06K
$1.12M
|
|