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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
695New |
$249K - $304K
|
695
$253K
|
|
|
Jan 20, 2026
Q4 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
BUY
|
- |
328+ 2.46% |
$118K - $143K
|
13.6K
$4.98M
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1- 2.63% |
$358 - $437
|
37
$13.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 9.09% |
$1.08K - $1.31K
|
30
$10.9K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28+ 7.53% |
$10K - $12.2K
|
400
$146K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9- 7.96% |
$3.23K - $3.93K
|
104
$37.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-509- 19.48% |
$182K - $222K
|
2.1K
$767K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 40.0% |
$717 - $874
|
7
$2.55K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
46New |
$16.5K - $20.1K
|
46
$16.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-43- 4.13% |
$15.4K - $18.8K
|
999
$364K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-10- 1.0% |
$3.58K - $4.37K
|
987
$360K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
1+ 1.45% |
$358 - $437
|
70
$25.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.62KNew |
$938K - $1.14M
|
2.62K
$954K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 45.45% |
$1.79K - $2.18K
|
16
$5.84K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
825+ 2.47% |
$296K - $361K
|
34.3K
$12.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.92K+ 729.17% |
$3.56M - $4.34M
|
11.3K
$4.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
64+ 4.99% |
$22.9K - $28K
|
1.35K
$491K
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-178- 6.33% |
$63.8K - $77.8K
|
2.63K
$960K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
31+ 14.55% |
$11.1K - $13.5K
|
244
$89K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
650New |
$188K - $258K
|
650
$237K
|
|
|
Dec 31, 2025
Q3 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
521New |
$151K - $207K
|
521
$190K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
64+ 77.11% |
$18.5K - $25.4K
|
147
$53.6K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 18.18% |
$579 - $795
|
13
$4.74K
|
|
|
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
|
Advisory Services Network, LLC
|
BUY
|
- |
230New |
$66.5K - $91.5K
|
230
$83.9K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
102+ 9.28% |
$29.5K - $40.6K
|
1.2K
$438K
|
|
|
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
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-1.15K- 5.95% |
$332K - $456K
|
18.1K
$6.6M
|
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.47K+ 26.97% |
$1.29M - $1.78M
|
21K
$7.67M
|
|
|
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
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
9.42K+ 458.42% |
$2.72M - $3.74M
|
11.5K
$4.18M
|
|
|
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
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
5.87KNew |
$1.7M - $2.33M
|
5.87K
$2.14M
|
|
|
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
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45- 3.13% |
$13K - $17.9K
|
1.39K
$508K
|
|
|
Nov 14, 2025
Q3 2025
|
Axa Investment Managers S.A.
Puteaux, I0 |
BUY
|
- |
1.39KNew |
$403K - $554K
|
1.39K
$508K
|
|