Institutional shares held 27.1 Million
17.4K calls
6.4K puts
Total value of holdings $8.11B
$5.2M calls
$1.91M puts
# of Institutions 927


Latest Institutional Activity in IWV

Top Purchases

Q1 2025
Bricktown Capital, LLC Shares Held: 143K ($42.8M)
Q1 2025
Dhk Financial Advisors, Inc. Shares Held: 19.9K ($5.94M)
Q1 2025
Epiq Partners, LLC Shares Held: 57.2K ($17.1M)
Q1 2025
Strategic Equity Management Shares Held: 52.6K ($15.7M)
Q1 2025
Moss Adams Wealth Advisors LLC Shares Held: 40.4K ($12.1M)

Top Sells

Q1 2025
Rhumbline Advisers Shares Held: 22K ($6.6M)
Q1 2025
Umb Bank, N.A. Shares Held: 38.6K ($11.5M)
Q1 2025
Tanglewood Wealth Management, Inc. Shares Held: 90K ($26.9M)
Q1 2025
Winthrop Advisory Group LLC Shares Held: 14.9K ($4.46M)
Q1 2025
Portfolio Strategies, Inc. Shares Held: 87.4K ($26.2M)

About IWV

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