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Get Institutions for : 
Ies Holdings Inc (IESC)  
$132.54 2.58 (1.91%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 150    20
Total shares held : 
 18,191,556  
% of shares held : 
 86.42%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   32  
Amount of shares held : 
 274,523  
% of shares held change : 
   1.3%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $65.02  
Last Quarter's Ending Price : 
 $79.22  
Last Quarter's Average Price : 
 $69.75  
Change from last quarter's     
avg. price to the last closing  : 
62.79 (90.02%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 160,144
 0.88%
 
Increased Positions :
53
 465,282
 2.56%
 
Unchanged Positions :
31
 305,762
 1.68%
 
Decreased Positions :
41
-337,463
-1.86%
 
Closed Positions :
5
-13,440
-0.07%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   JB CAPITAL PARTNERS LP 16 - 2024-03-31 41,845 $5,090,000 0
   JACOBS LEVY EQUITY MANAGEMENT INC 544 - 2024-03-31 22,612 $2,751,000 0
   MODERA WEALTH MANAGEMENT, LLC 221 - 2024-03-31 17,140 $2,085,000 0
   Swiss National Bank 1852 - 2024-03-31 15,900 $1,934,000 0
   RBF CAPITAL, LLC 201 - 2024-03-31 15,000 $1,825,000 0
   FINANCIAL NETWORK 1444 - 2024-03-31 8,500 $1,034,000 0
   ISLAY CAPITAL MANAGEMENT LLC 59 - 2024-03-31 6,078 $739,000 0
   Aldebaran Capital LLC 21 - 2024-03-31 5,666 $689,000 0
   YORKTOWN MANAGEMENT & RESEARCH CO INC 39 - 2024-03-31 5,400 $657,000 0
   DENALI ADVISORS LLC 183 - 2024-03-31 2,600 $316,000 0
   PARSEC FINANCIAL MANAGEMENT, INC. 248 - 2023-03-31 7,240 $312,000 0
   Allspring Global Investments Holdings LLC 1688 - 2024-03-31 1,794 $218,000 0
   Carmichael Hill & Associates Inc. 185 - 2024-03-31 1,400 $170,000 0
   SUMMIT INVESTMENT ADVISORS INC 1749 - 2024-03-31 808 $98,000 0
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1945 - 2024-03-31 756 $92,000 0
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1549 - 2024-03-31 717 $87,000 0
   Vestcor Investment Management Corp 1135 - 2024-03-31 569 $69,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 1351 - 2024-03-31 451 $55,000 0
   COMERICA BANK 3065 - 2024-03-31 125 $15,000 0
   FEDERATED INVESTORS INC /PA/ 1784 - 2024-03-31 75 $9,000 0
   EverSource Wealth Advisors LLC 2431 - 2024-03-31 16 $1,000 0
   PROEQUITIES INC. 9046 - 2024-03-31 0 $0 0
  22 Records found
  1    
  Page 1 of 1
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