Institutional shares held 872,976
0 calls
0 puts
Total value of holdings $46.7M
$0 calls
$0 puts
# of Institutions 6


Latest Institutional Activity in IWFG

Top Purchases

Q3 2025
New York Life Investment Management LLC Shares Held: 860K ($46M)
Q3 2025
Citadel Advisors LLC Shares Held: 6.56K ($351K)
Q3 2025
Morgan Stanley Shares Held: 1 ($53.5)
Q2 2025
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q2 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 38.3K ($2.05M)

Top Sells

Q3 2025
Goldman Sachs Group Inc Shares Held: 6.14K ($328K)
Q3 2025
Ubs Group Ag Shares Held: 770 ($41.2K)

About IWFG

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