Institutional shares held 56.1 Million
337K calls
19.7K puts
Total value of holdings $9.93B
$59.6M calls
$3.48M puts
# of Institutions 1,116


Latest Institutional Activity in IWN

Top Purchases

Q3 2025
D.A. Davidson & Co. Shares Held: 1.22M ($215M)
Q3 2025
My Personal Cfo, LLC Shares Held: 21.3K ($3.76M)
Q3 2025
Moran Wealth Management, LLC Shares Held: 13.4K ($2.36M)
Q3 2025
Foundation Wealth Management, LLC Shares Held: 38.3K ($6.77M)
Q3 2025
Davenport & CO LLC Shares Held: 11.7K ($2.07M)

Top Sells

Q3 2025
Vaughan Nelson Investment Management, L.P. Shares Held: 1.15M ($204M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 830K ($147M)
Q3 2025
Stephens Group Asset Management, LLC Shares Held: 240K ($42.4M)
Q3 2025
Pacific Life Fund Advisors LLC Shares Held: 551K ($97.4M)
Q3 2025
Harbor Capital Advisors, Inc. Shares Held: 13.2K ($2.33M)

About IWN

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