Purchases and Sales Made in Q1 2024 in Ies Holdings, Inc. (IESC)
This table provides information about the institutional ownership of Ies Holdings, Inc. (IESC) during Q1 2024. The information is specifically focused on institutions that hold shares of IES Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.32KNew |
$178K - $283K
|
2.32K
$401K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.22KNew |
$171K - $270K
|
2.22K
$384K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.17KNew |
$167K - $264K
|
2.17K
$374K
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
2.14KNew |
$164K - $260K
|
2.14K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.13KNew |
$164K - $260K
|
2.13K
$368K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
2KNew |
$154K - $243K
|
2K
$345K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.83KNew |
$140K - $222K
|
1.83K
$316K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.76K+ 5687.1% |
$135K - $214K
|
1.79K
$310K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.75K+ 14.59% |
$134K - $212K
|
13.7K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
1.7KNew |
$131K - $207K
|
1.7K
$294K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
1.7KNew |
$131K - $207K
|
1.7K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.48K+ 2.05% |
$113K - $180K
|
73.6K
$12.7M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.36K+ 0.22% |
$104K - $165K
|
615K
$106M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.16K+ 4.4% |
$89.4K - $142K
|
27.6K
$4.76M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.02K+ 1.21% |
$78.6K - $124K
|
85.7K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.01K+ 16.53% |
$77.5K - $123K
|
7.11K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.01K+ 30.64% |
$77.2K - $122K
|
4.29K
$740K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
729+ 216.96% |
$56K - $88.7K
|
1.07K
$184K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
608New |
$46.7K - $74K
|
608
$105K
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
BUY
|
- |
510+ 9.52% |
$39.2K - $62K
|
5.87K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500+ 746.27% |
$38.4K - $60.8K
|
567
$97.9K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
399+ 3.38% |
$30.7K - $48.5K
|
12.2K
$2.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
395New |
$30.4K - $48K
|
395
$68.2K
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
345+ 7.67% |
$26.5K - $42K
|
4.84K
$836K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
314+ 0.51% |
$24.1K - $38.2K
|
62.1K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200New |
$15.4K - $24.3K
|
200
$34.5K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
170+ 0.39% |
$13.1K - $20.7K
|
44K
$7.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
164+ 16400.0% |
$12.6K - $19.9K
|
165
$28.5K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
138+ 20.57% |
$10.6K - $16.8K
|
809
$140K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
96+ 3.58% |
$7.38K - $11.7K
|
2.78K
$480K
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
96+ 3.58% |
$7.38K - $11.7K
|
2.78K
$480K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
80New |
$6.15K - $9.73K
|
80
$13.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
51New |
$3.92K - $6.2K
|
51
$8.8K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
47+ 1.04% |
$3.61K - $5.72K
|
4.56K
$787K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16New |
$1.23K - $1.95K
|
16
$2.76K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
11+ 366.67% |
$845 - $1.34K
|
14
$2.42K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9New |
$692 - $1.09K
|
9
$1.55K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
8New |
$615 - $973
|
8
$1.38K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7+ 4.24% |
$538 - $851
|
172
$29.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7New |
$538 - $851
|
7
$1.21K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$76.8 - $122
|
1
$173
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-35- 0.86% |
$2.69K - $4.26K
|
4.04K
$697K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-45- 0.96% |
$3.46K - $5.47K
|
4.63K
$798K
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-64- 0.85% |
$4.92K - $7.78K
|
7.47K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-90- 1.71% |
$6.92K - $10.9K
|
5.17K
$892K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-106- 2.5% |
$8.15K - $12.9K
|
4.13K
$713K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-118- 0.69% |
$9.07K - $14.4K
|
17K
$2.94M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-143- 11.15% |
$11K - $17.4K
|
1.14K
$197K
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-230- 5.55% |
$17.7K - $28K
|
3.92K
$676K
|