Institutional shares held 4.03 Million
9.2K calls
3.6K puts
Total value of holdings $515M
$1.18M calls
$460K puts
# of Institutions 236


Latest Institutional Activity in IWC

Top Purchases

Q2 2025
Park Avenue Securities LLC Shares Held: 50.6K ($6.68M)
Q2 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Shares Held: 146K ($19.3M)
Q2 2025
M1 Capital Management LLC Shares Held: 17.4K ($2.3M)
Q2 2025
Lvz, Inc. Shares Held: 14.6K ($1.93M)
Q2 2025
Haven Private, LLC Shares Held: 6.07K ($802K)

Top Sells

Q2 2025
Alesco Advisors LLC Shares Held: 47.5K ($6.26M)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 8.32K ($1.1M)
Q2 2025
Sound Income Strategies, LLC Shares Held: 86 ($11.4K)
Q2 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 92.1K ($12.2M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 57.2K ($7.55M)

About IWC

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