Institutional shares held 94.5 Million
14.6K calls
0 puts
Total value of holdings $13B
$2.01M calls
$0 puts
# of Institutions 1,061


Latest Institutional Activity in IWS

Top Purchases

Q3 2025
Vantagepoint Investment Advisers LLC Shares Held: 753K ($103M)
Q3 2025
Moran Wealth Management, LLC Shares Held: 170K ($23.4M)
Q3 2025
First Citizens Bank & Trust CO Shares Held: 2.7M ($371M)
Q3 2025
First Horizon Corp Shares Held: 79.8K ($11M)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 2.82M ($388M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 2.07M ($285M)
Q3 2025
Simplicity Wealth,Llc Shares Held: 39.2K ($5.38M)
Q3 2025
Stephens Group Asset Management, LLC Shares Held: 712K ($97.8M)
Q3 2025
Pacific Life Fund Advisors LLC Shares Held: 620K ($85.2M)
Q3 2025
Flp Wealth Management, LLC Shares Held: 2.98K ($409K)

About IWS

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