Institutional shares held 54.4 Million
152K calls
25.3K puts
Total value of holdings $9.51B
$26.5M calls
$4.42M puts
# of Institutions 1,125


Latest Institutional Activity in IWN

Top Purchases

Q4 2025
Confluence Investment Management LLC Shares Held: 21.2K ($3.7M)
Q4 2025
Park Avenue Securities LLC Shares Held: 15.3K ($2.68M)
Q4 2025
Traveka Wealth, LLC Shares Held: 1.37K ($240K)
Q4 2025
Asempa Wealth Advisors Shares Held: 1.14K ($198K)
Q4 2025
Fulton Bank, N.A. Shares Held: 2.43K ($424K)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 246K ($42.9M)
Q4 2025
Harbor Investment Advisory, LLC Shares Held: 60.5K ($10.6M)
Q4 2025
Appleton Partners Inc Shares Held: 2.65K ($464K)
Q4 2025
Sg Americas Securities, LLC Shares Held: 870 ($152K)
Q4 2025
Massmutual Trust CO Fsb Shares Held: 5.54K ($967K)

About IWN

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