Institutional shares held 93.4 Million
14.6K calls
0 puts
Total value of holdings $12.5B
$1.96M calls
$0 puts
# of Institutions 1,033


Latest Institutional Activity in IWS

Top Purchases

Q2 2025
Jones Financial Companies Lllp Shares Held: 10.8M ($1.5B)
Q2 2025
Svb Wealth LLC Shares Held: 279K ($38.6M)
Q2 2025
Pacific Life Fund Advisors LLC Shares Held: 630K ($87.3M)
Q2 2025
Morgan Stanley Shares Held: 8.16M ($1.13B)
Q2 2025
Srs Capital Advisors, Inc. Shares Held: 142K ($19.7M)

Top Sells

Q2 2025
Us Bancorp \De\ Shares Held: 2.28M ($317M)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 2.78M ($385M)
Q2 2025
Royal Bank Of Canada Shares Held: 2.58M ($357M)
Q2 2025
Raymond James Financial Inc Shares Held: 537K ($74.4M)
Q2 2025
Natixis Advisors, L.P. Shares Held: 152K ($21.1M)

About IWS

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