Institutional shares held 7.1 Million
3.5K calls
0 puts
Total value of holdings $945M
$465K calls
$0 puts
# of Institutions 159


Latest Institutional Activity in IWL

Top Purchases

Q2 2024
Tompkins Financial Corp Shares Held: 927K ($123M)
Q2 2024
Proficio Capital Partners LLC Shares Held: 235K ($31.3M)
Q2 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 158K ($21M)
Q2 2024
Nisa Investment Advisors, LLC Shares Held: 23.5K ($3.13M)
Q2 2024
Great Valley Advisor Group, Inc. Shares Held: 23.2K ($3.08M)

Top Sells

Q2 2024
First Citizens Bank & Trust CO Shares Held: 97.9K ($13M)
Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 97.9K ($13M)
Q2 2024
Wfa Asset Management Corp Shares Held: 91.7K ($12.2M)
Q2 2024
Noble Family Wealth, LLC Shares Held: 27.6K ($3.67M)
Q2 2024
Wooster Corthell Wealth Management, Inc. Shares Held: 6.56K ($874K)

About IWL

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