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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
94+ 0.89% |
$15.1K - $27.8K
|
10.7K
$3.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2New |
$321 - $592
|
2
$729
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-489- 24.2% |
$78.5K - $145K
|
1.53K
$559K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
157New |
$25.2K - $46.5K
|
157
$57.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
13New |
$2.09K - $3.85K
|
13
$4.74K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.72KNew |
$597K - $1.1M
|
3.72K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-25- 50.0% |
$4.01K - $7.41K
|
25
$9.12K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
798New |
$128K - $236K
|
798
$291K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7New |
$1.12K - $2.07K
|
7
$2.55K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-119- 28.2% |
$19.1K - $35.3K
|
303
$111K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
5.75K+ 87.14% |
$924K - $1.7M
|
12.4K
$4.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
872New |
$140K - $258K
|
872
$318K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
13+ 144.44% |
$2.09K - $3.85K
|
22
$8.02K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
38+ 165.22% |
$6.1K - $11.3K
|
61
$22.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10New |
$1.61K - $2.96K
|
10
$3.65K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
87New |
$14K - $25.8K
|
87
$31.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-7.67K- 76.42% |
$1.23M - $2.27M
|
2.37K
$863K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
2.3KNew |
$369K - $681K
|
2.3K
$839K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$161K - $296K
|
1K
$365K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
10New |
$1.61K - $2.96K
|
10
$3.65K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-2- 66.67% |
$321 - $592
|
1
$365
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
335+ 24.28% |
$53.8K - $99.2K
|
1.72K
$625K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
101+ 841.67% |
$16.2K - $29.9K
|
113
$41.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$482 - $889
|
3
$1.09K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
736New |
$118K - $218K
|
736
$268K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
4New |
$642 - $1.18K
|
4
$1.46K
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1KNew |
$161K - $296K
|
1K
$365K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1- 20.0% |
$161 - $296
|
4
$1.46K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$161 - $296
|
1
$365
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$321 - $592
|
2
$729
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.12KNew |
$179K - $331K
|
1.12K
$407K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 100.0% |
$482 - $889
|
6
$2.19K
|
|
|
Jul 16, 2025
Q2 2025
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.39KNew |
$383K - $707K
|
2.39K
$870K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
84New |
$13.5K - $24.9K
|
84
$30.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5New |
$803 - $1.48K
|
5
$1.82K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$177K - $326K
|
1.1K
$401K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.03KNew |
$165K - $304K
|
1.03K
$374K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-720- 8.16% |
$116K - $213K
|
8.1K
$2.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
22+ 27.16% |
$3.53K - $6.52K
|
103
$37.6K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
176+ 7.12% |
$28.6K - $55.7K
|
2.65K
$966K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2New |
$325 - $633
|
2
$729
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.05K+ 52.65% |
$171K - $333K
|
3.05K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.44KNew |
$558K - $1.09M
|
3.44K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-30.8K- 36.75% |
$5M - $9.74M
|
53K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.03K+ 84.58% |
$329K - $642K
|
4.43K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7K+ 71.88% |
$1.14M - $2.21M
|
16.7K
$6.1M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
11.3K+ 74.83% |
$1.83M - $3.57M
|
26.4K
$9.63M
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
4.72K+ 142.54% |
$766K - $1.49M
|
8.03K
$2.93M
|
|