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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1New |
$289 - $398
|
1
$365
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-110- 12.97% |
$31.8K - $43.7K
|
738
$269K
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-955- 26.77% |
$276K - $380K
|
2.61K
$953K
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
382+ 8.75% |
$111K - $152K
|
4.75K
$1.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 50.0% |
$3.18K - $4.37K
|
33
$12K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
SELL
|
- |
-100- 14.29% |
$28.9K - $39.8K
|
600
$219K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
71+ 1014.29% |
$20.5K - $28.2K
|
78
$28.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
550New |
$159K - $219K
|
550
$201K
|
|
|
Oct 20, 2025
Q3 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
595New |
$172K - $237K
|
595
$217K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-1.1K- 22.45% |
$318K - $437K
|
3.8K
$1.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.56K- 18.31% |
$740K - $1.02M
|
11.4K
$4.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
129+ 53.09% |
$37.3K - $51.3K
|
372
$136K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-28- 2.23% |
$8.1K - $11.1K
|
1.23K
$449K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 2.18% |
$7.23K - $9.94K
|
1.12K
$408K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
163+ 12.41% |
$47.2K - $64.8K
|
1.48K
$538K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7New |
$2.03K - $2.78K
|
7
$2.55K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4- 9.52% |
$1.16K - $1.59K
|
38
$13.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
49K+ 153.13% |
$14.2M - $19.5M
|
81K
$29.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
441+ 80.33% |
$128K - $175K
|
990
$361K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-843- 34.02% |
$244K - $335K
|
1.64K
$596K
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
521New |
$151K - $207K
|
521
$190K
|
|
|
Oct 08, 2025
Q3 2025
|
Vista Finance, LLC
|
BUY
|
- |
652New |
$189K - $259K
|
652
$238K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 100.0% |
$579 - $795
|
4
$1.46K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
518New |
$150K - $206K
|
518
$189K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-665- 47.36% |
$192K - $264K
|
739
$270K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.66K+ 322.51% |
$909K - $1.68M
|
7.42K
$2.7M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-33- 22.45% |
$5.3K - $9.78K
|
114
$41.6K
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
451New |
$72.4K - $134K
|
451
$164K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
17New |
$2.73K - $5.04K
|
17
$6.2K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8+ 800.0% |
$1.28K - $2.37K
|
9
$3.28K
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-3.06K- 34.66% |
$492K - $908K
|
5.78K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
849New |
$136K - $251K
|
849
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2- 0.11% |
$321 - $592
|
1.74K
$634K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
632+ 6.75% |
$101K - $187K
|
10K
$3.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.84KNew |
$295K - $545K
|
1.84K
$671K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
61+ 3.21% |
$9.8K - $18.1K
|
1.96K
$714K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-11- 68.75% |
$1.77K - $3.26K
|
5
$1.82K
|
|
|
Aug 14, 2025
Q2 2025
|
Legato Capital Management LLC
|
BUY
|
- |
210+ 0.6% |
$33.7K - $62.2K
|
35.2K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
83+ 1037.5% |
$13.3K - $24.6K
|
91
$33.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
CALL |
-19.1K- 95.98% |
$3.07M - $5.66M
|
800
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-5K- 16.67% |
$803K - $1.48M
|
25K
$9.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.64K+ 66.59% |
$1.07M - $1.97M
|
16.6K
$6.06M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
900New |
$145K - $267K
|
900
$328K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-712- 38.99% |
$114K - $211K
|
1.11K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.1KNew |
$177K - $326K
|
1.1K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
929New |
$149K - $275K
|
929
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
1.05KNew |
$169K - $311K
|
1.05K
$383K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
301New |
$48.3K - $89.2K
|
301
$110K
|
|
|
Aug 13, 2025
Q2 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
1.51KNew |
$242K - $446K
|
1.51K
$550K
|
|
|
Aug 13, 2025
Q2 2025
|
Apis Capital Advisors, LLC
New York, NY |
SELL
|
- |
-9.2K- 24.21% |
$1.48M - $2.73M
|
28.8K
$10.5M
|
|