Institutional shares held 380 Million
151K calls
164K puts
Total value of holdings $35.9B
$14.2M calls
$15.5M puts
# of Institutions 1,566


Latest Institutional Activity in IWR

Top Purchases

Q2 2025
Miracle Mile Advisors, LLC Shares Held: 1.02M ($96.6M)
Q2 2025
Ascent Group, LLC Shares Held: 105K ($9.9M)
Q2 2025
Park Avenue Securities LLC Shares Held: 79.5K ($7.51M)
Q2 2025
Umb Bank, N.A. Shares Held: 882K ($83.4M)
Q2 2025
Valeo Financial Advisors, LLC Shares Held: 84.4K ($7.97M)

Top Sells

Q2 2025
Truist Financial Corp Shares Held: 3.95M ($374M)
Q2 2025
Fifth Third Bancorp Shares Held: 2.09M ($197M)
Q2 2025
Prime Capital Investment Advisors, LLC Shares Held: 116K ($10.9M)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 1.04M ($98.5M)
Q2 2025
Postrock Partners LLC Shares Held: 6.38K ($603K)

About IWR

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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