Purchases and Sales Made in Q4 2024 in Ies Holdings, Inc. (IESC)
This table provides information about the institutional ownership of Ies Holdings, Inc. (IESC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.89K+ 9.72% |
$372K - $586K
|
21.4K
$3.69M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.87K+ 103.27% |
$367K - $578K
|
3.67K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.84KNew |
$363K - $571K
|
1.84K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.8KNew |
$354K - $557K
|
1.8K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.76K+ 6.44% |
$346K - $545K
|
29.1K
$5.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.69KNew |
$332K - $523K
|
1.69K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.58KNew |
$311K - $490K
|
1.58K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.46K+ 26.37% |
$288K - $453K
|
7.01K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.22KNew |
$239K - $376K
|
1.22K
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.19K+ 39.17% |
$235K - $370K
|
4.24K
$732K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.18KNew |
$233K - $366K
|
1.18K
$204K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.15K+ 39.52% |
$225K - $355K
|
4.04K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.12KNew |
$221K - $347K
|
1.12K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.07KNew |
$211K - $332K
|
1.07K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.06K+ 40.85% |
$208K - $327K
|
3.64K
$628K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.06KNew |
$208K - $327K
|
1.06K
$182K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.03KNew |
$203K - $320K
|
1.03K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1KNew |
$197K - $310K
|
1K
$173K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1KNew |
$197K - $310K
|
1K
$173K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$197K - $310K
|
1K
$173K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
998+ 132.01% |
$196K - $309K
|
1.75K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
983+ 1.17% |
$194K - $305K
|
84.7K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
942New |
$185K - $292K
|
942
$163K
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
819+ 34.17% |
$161K - $254K
|
3.22K
$555K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
808+ 49.15% |
$159K - $250K
|
2.45K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
762+ 49.0% |
$150K - $236K
|
2.32K
$400K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
702+ 13.28% |
$138K - $218K
|
5.99K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
700+ 21.88% |
$138K - $217K
|
3.9K
$673K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
664+ 49.7% |
$131K - $206K
|
2K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
570+ 20.89% |
$112K - $177K
|
3.3K
$569K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
525New |
$103K - $163K
|
525
$90.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
443+ 26.62% |
$87.2K - $137K
|
2.11K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
426+ 3.34% |
$83.9K - $132K
|
13.2K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
386+ 23.39% |
$76K - $120K
|
2.04K
$351K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
370New |
$72.8K - $115K
|
370
$63.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
355New |
$69.9K - $110K
|
355
$61.3K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
271New |
$53.4K - $84K
|
271
$46.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
250+ 8.33% |
$49.2K - $77.5K
|
3.25K
$561K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
249+ 6.56% |
$49K - $77.2K
|
4.04K
$698K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
238+ 6.29% |
$46.9K - $73.7K
|
4.02K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
237+ 4.92% |
$46.7K - $73.4K
|
5.05K
$872K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
226+ 10.39% |
$44.5K - $70K
|
2.4K
$414K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
216+ 31.67% |
$42.5K - $66.9K
|
898
$155K
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
192+ 3.51% |
$37.8K - $59.5K
|
5.66K
$978K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
191+ 4.25% |
$37.6K - $59.2K
|
4.68K
$808K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
171+ 1.41% |
$33.7K - $53K
|
12.3K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
170New |
$33.5K - $52.7K
|
170
$29.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
157+ 44.86% |
$30.9K - $48.6K
|
507
$87.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
150+ 6.98% |
$29.5K - $46.5K
|
2.3K
$397K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
138+ 52.47% |
$27.2K - $42.8K
|
401
$69.2K
|