Institutional shares held 265 Million
342K calls
5.28M puts
Total value of holdings $54.4B
$70.1M calls
$1.08B puts
# of Institutions 2,002


Latest Institutional Activity in IWD

Top Purchases

Q4 2025
Confluence Investment Management LLC Shares Held: 569K ($116M)
Q4 2025
Sg Americas Securities, LLC Shares Held: 25.4K ($5.2M)
Q4 2025
Stairway Partners, LLC Shares Held: 1.32M ($271M)
Q4 2025
Asempa Wealth Advisors Shares Held: 10.9K ($2.23M)
Q4 2025
Argent Capital Management LLC Shares Held: 8.49K ($1.74M)

Top Sells

Q4 2025
Breakwater Capital Group Shares Held: 62.2K ($12.7M)
Q4 2025
Lbj Family Wealth Advisors, Ltd. Shares Held: 161K ($32.9M)
Q4 2025
Baring Financial LLC Shares Held: 1.56K ($319K)
Q4 2025
Collective Family Office LLC Shares Held: 3.79K ($776K)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 11.8K ($2.42M)

About IWD

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