Institutional shares held 26.5 Million
16.1K calls
8.2K puts
Total value of holdings $9.48B
$5.76M calls
$2.93M puts
# of Institutions 909


Latest Institutional Activity in IWV

Top Purchases

Q2 2025
Concurrent Investment Advisors, LLC Shares Held: 63K ($22.8M)
Q2 2025
Bricktown Capital, LLC Shares Held: 179K ($64.6M)
Q2 2025
Mc Elhenny Sheffield Capital Management, LLC Shares Held: 26K ($9.41M)
Q2 2025
Vigilare Wealth Management Shares Held: 21.2K ($7.69M)
Q2 2025
Moss Adams Wealth Advisors LLC Shares Held: 51.2K ($18.5M)

Top Sells

Q2 2025
Christopher J. Hasenberg, Inc Shares Held: 70 ($25.3K)
Q2 2025
Maridea Wealth Management LLC Shares Held: 1.93K ($699K)
Q2 2025
Tanglewood Wealth Management, Inc. Shares Held: 75.5K ($27.3M)
Q2 2025
Portfolio Strategies, Inc. Shares Held: 75.1K ($27.2M)
Q2 2025
Evensky & Katz LLC Shares Held: 361K ($131M)

About IWV

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