Purchases and Sales Made in Q4 2025 in Ies Holdings, Inc. (IESC)
This table provides information about the institutional ownership of Ies Holdings, Inc. (IESC) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.92K+ 729.17% |
$3.56M - $4.34M
|
11.3K
$4.12M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.62KNew |
$938K - $1.14M
|
2.62K
$954K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
825+ 2.47% |
$296K - $361K
|
34.3K
$12.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
695New |
$249K - $304K
|
695
$253K
|
|
|
Jan 20, 2026
Q4 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
BUY
|
- |
328+ 2.46% |
$118K - $143K
|
13.6K
$4.98M
|
|
|
Jan 23, 2026
Q4 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
104+ 2.19% |
$37.3K - $45.4K
|
4.85K
$1.77M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
103+ 10.4% |
$36.9K - $45K
|
1.09K
$399K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
64+ 4.99% |
$22.9K - $28K
|
1.35K
$491K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
46New |
$16.5K - $20.1K
|
46
$16.8K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
31+ 14.55% |
$11.1K - $13.5K
|
244
$89K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28+ 7.53% |
$10K - $12.2K
|
400
$146K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
15+ 375.0% |
$5.38K - $6.55K
|
19
$6.93K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 45.45% |
$1.79K - $2.18K
|
16
$5.84K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 40.0% |
$717 - $874
|
7
$2.55K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
1+ 1.45% |
$358 - $437
|
70
$25.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1- 2.63% |
$358 - $437
|
37
$13.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 9.09% |
$1.08K - $1.31K
|
30
$10.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9- 7.96% |
$3.23K - $3.93K
|
104
$37.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-10- 1.0% |
$3.58K - $4.37K
|
987
$360K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-10- 0.59% |
$3.58K - $4.37K
|
1.68K
$614K
|
|
|
Jan 21, 2026
Q4 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-10- 0.55% |
$3.58K - $4.37K
|
1.8K
$657K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-43- 4.13% |
$15.4K - $18.8K
|
999
$364K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-165- 11.18% |
$59.1K - $72.1K
|
1.31K
$478K
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-178- 6.33% |
$63.8K - $77.8K
|
2.63K
$960K
|
|
|
Jan 15, 2026
Q4 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-509- 19.48% |
$182K - $222K
|
2.1K
$767K
|
|
|
Jan 23, 2026
Q4 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.47K- 30.42% |
$1.24M - $1.52M
|
7.94K
$2.9M
|
|