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Ies Hldgs shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Ies Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Ies Hldgs held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ies Hldgs by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $328k 1.6k 199.62

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Ies Hldgs

Jeffrey L. Gendell
Dimensional Fund Advisors
BlackRock
BlackRock
Vanguard Group
Royce & Associates
AltraVue Capital
Geode Capital Management
State Street Corporation
Renaissance Technologies
Arrowstreet Capital, Limited Partnership
Invesco
Franklin Resources
Ophir Asset Management Pty
Morgan Stanley

View all funds holding Ies Hldgs