Institutional shares held 8.33 Million
0 calls
0 puts
Total value of holdings $1.38B
$0 calls
$0 puts
# of Institutions 222


Latest Institutional Activity in IWL

Top Purchases

Q3 2025
Manchester Financial Inc Shares Held: 116K ($19.3M)
Q3 2025
Patten & Patten Inc Shares Held: 9.91K ($1.64M)
Q3 2025
Procyon Advisors, LLC Shares Held: 7.16K ($1.19M)
Q3 2025
Forefront Wealth Partners, LLC Shares Held: 9.62K ($1.6M)
Q3 2025
Diversified Trust CO Shares Held: 2.86K ($474K)

Top Sells

Q3 2025
Voya Investment Management LLC Shares Held: 40.3K ($6.69M)
Q3 2025
Miracle Mile Advisors, LLC Shares Held: 84.4K ($14M)
Q3 2025
Legacy Advisory Services, LLC Shares Held: 14.3K ($2.37M)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 58.4K ($9.69M)
Q3 2025
First Citizens Bank & Trust CO Shares Held: 58.9K ($9.77M)

About IWL

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