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 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
111+ 3.0% |
$21.9K - $34.4K
|
3.81K
$658K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
100+ 1.25% |
$19.7K - $31K
|
8.11K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
99+ 21.9% |
$19.5K - $30.7K
|
551
$95.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
94New |
$18.5K - $29.1K
|
94
$16.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
70New |
$13.8K - $21.7K
|
70
$12.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
64New |
$12.6K - $19.8K
|
64
$11K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
61+ 1.83% |
$12K - $18.9K
|
3.4K
$587K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
60New |
$11.8K - $18.6K
|
60
$10.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
53+ 6.56% |
$10.4K - $16.4K
|
861
$149K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
50+ 56.82% |
$9.84K - $15.5K
|
138
$23.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
47+ 97.92% |
$9.25K - $14.6K
|
95
$16.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
32+ 2.64% |
$6.3K - $9.92K
|
1.24K
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
32+ 0.44% |
$6.3K - $9.92K
|
7.34K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24+ 25.53% |
$4.73K - $7.44K
|
118
$20.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
19+ 1.12% |
$3.74K - $5.89K
|
1.72K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
16New |
$3.15K - $4.96K
|
16
$2.76K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 107.14% |
$2.95K - $4.65K
|
29
$5.01K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 116.67% |
$2.76K - $4.34K
|
26
$4.49K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
14New |
$2.76K - $4.34K
|
14
$2.42K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12+ 5.38% |
$2.36K - $3.72K
|
235
$40.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
12+ 100.0% |
$2.36K - $3.72K
|
24
$4.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10+ 0.12% |
$1.97K - $3.1K
|
8.67K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10+ 0.23% |
$1.97K - $3.1K
|
4.35K
$751K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9New |
$1.77K - $2.79K
|
9
$1.55K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
9+ 300.0% |
$1.77K - $2.79K
|
12
$2.07K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 116.67% |
$1.38K - $2.17K
|
13
$2.24K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
6+ 7.5% |
$1.18K - $1.86K
|
86
$14.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 18.18% |
$788 - $1.24K
|
26
$4.49K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 200.0% |
$788 - $1.24K
|
6
$1.04K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4+ 11.43% |
$788 - $1.24K
|
39
$6.73K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
3+ 37.5% |
$591 - $930
|
11
$1.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
3New |
$591 - $930
|
3
$518
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 150.0% |
$591 - $930
|
5
$863
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 75.0% |
$591 - $930
|
7
$1.21K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$197 - $310
|
1
$173
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$197 - $310
|
1
$173
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 14.29% |
$197 - $310
|
8
$1.38K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-5- 1.47% |
$984 - $1.55K
|
336
$58K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-9- 39.13% |
$1.77K - $2.79K
|
14
$2.42K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-25- 0.64% |
$4.92K - $7.75K
|
3.87K
$669K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-25- 50.0% |
$4.92K - $7.75K
|
25
$4.32K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-26- 0.99% |
$5.12K - $8.06K
|
2.6K
$448K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-58- 4.8% |
$11.4K - $18K
|
1.15K
$199K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-68- 6.17% |
$13.4K - $21.1K
|
1.03K
$178K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-81- 2.43% |
$15.9K - $25.1K
|
3.26K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-87- 27.71% |
$17.1K - $27K
|
227
$39.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-90- 4.4% |
$17.7K - $27.9K
|
1.96K
$337K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-114- 1.14% |
$22.4K - $35.3K
|
9.9K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-120- 24.0% |
$23.6K - $37.2K
|
380
$65.6K
|