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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.08KNew |
$313K - $431K
|
1.08K
$395K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 4.0% |
$289 - $398
|
26
$9.48K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
199+ 6.11% |
$57.6K - $79.1K
|
3.45K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.96K- 31.14% |
$1.72M - $2.37M
|
13.2K
$4.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.55K+ 27.42% |
$448K - $616K
|
7.2K
$2.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.8K- 27.69% |
$521K - $716K
|
4.7K
$1.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
454New |
$131K - $181K
|
454
$166K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
3.85K+ 16.8% |
$1.11M - $1.53M
|
26.7K
$9.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.27K- 9.63% |
$1.52M - $2.09M
|
49.4K
$18M
|
|
|
Nov 12, 2025
Q3 2025
|
Altra Vue Capital, LLC
Bellevue, WA |
BUY
|
- |
3.37K+ 2.07% |
$975K - $1.34M
|
166K
$60.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
6+ 9.68% |
$1.74K - $2.39K
|
68
$24.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-59.9K- 10.65% |
$17.3M - $23.8M
|
503K
$183M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
636New |
$184K - $253K
|
636
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
239+ 9.22% |
$69.1K - $95K
|
2.83K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
831New |
$240K - $330K
|
831
$303K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 4.55% |
$289 - $398
|
23
$8.39K
|
|
|
Nov 10, 2025
Q3 2025
|
Jupiter Asset Management LTD
|
SELL
|
- |
-194- 26.22% |
$56.1K - $77.1K
|
546
$199K
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
520New |
$150K - $207K
|
520
$190K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.9K- 57.24% |
$840K - $1.15M
|
2.17K
$791K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.39K+ 7.03% |
$1.56M - $2.14M
|
82K
$29.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-168- 18.2% |
$48.6K - $66.8K
|
755
$275K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 3.23% |
$579 - $795
|
60
$21.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3+ 150.0% |
$868 - $1.19K
|
5
$1.82K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-463- 12.06% |
$134K - $184K
|
3.38K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
7+ 0.98% |
$2.03K - $2.78K
|
722
$263K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
153+ 255.0% |
$44.3K - $60.8K
|
213
$77.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-1- 1.92% |
$289 - $398
|
51
$18.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
CALL |
-300- 75.0% |
$86.8K - $119K
|
100
$36.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1+ 0.08% |
$289 - $398
|
1.18K
$430K
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
19+ 1.06% |
$5.5K - $7.56K
|
1.81K
$661K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 25.0% |
$289 - $398
|
5
$1.82K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
6.49KNew |
$1.88M - $2.58M
|
6.49K
$2.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.53K- 12.15% |
$1.02M - $1.4M
|
25.5K
$9.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-7.1K- 0.81% |
$2.05M - $2.82M
|
867K
$316M
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
500+ 390.63% |
$145K - $199K
|
628
$229K
|
|
|
Nov 07, 2025
Q3 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
640New |
$185K - $254K
|
640
$233K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 13.89% |
$1.45K - $1.99K
|
31
$11.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Sg Capital Management LLC
Chicago, IL |
BUY
|
- |
97.1KNew |
$28.1M - $38.6M
|
97.1K
$35.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-255- 2.94% |
$73.8K - $101K
|
8.42K
$3.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.07K+ 70.56% |
$598K - $822K
|
5K
$1.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.68KNew |
$486K - $668K
|
1.68K
$613K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-424- 2.89% |
$123K - $169K
|
14.2K
$5.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-95- 9.67% |
$27.5K - $37.8K
|
887
$323K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.79KNew |
$1.39M - $1.91M
|
4.79K
$1.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
843+ 37.5% |
$244K - $335K
|
3.09K
$1.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10New |
$2.89K - $3.98K
|
10
$3.65K
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.16K+ 60.53% |
$625K - $859K
|
5.73K
$2.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-434- 1.28% |
$126K - $173K
|
33.6K
$12.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6New |
$1.74K - $2.39K
|
6
$2.19K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-203- 22.23% |
$58.7K - $80.7K
|
710
$259K
|
|