Institutional shares held 42.2 Million
0 calls
0 puts
Total value of holdings $3.29B
$0 calls
$0 puts
# of Institutions 208


Latest Institutional Activity in IWX

Top Purchases

Q1 2025
Richard P Slaughter Associates Inc Shares Held: 417K ($32.5M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 6.27M ($489M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 99K ($7.71M)
Q1 2025
First Citizens Bank & Trust CO Shares Held: 5.84M ($455M)
Q1 2025
Sig Fig Wealth Management, LLC Shares Held: 70.2K ($5.47M)

Top Sells

Q1 2025
Kingdom Financial Group Llc. Shares Held: 154K ($12M)
Q1 2025
Howard Bailey Securities, LLC Shares Held: 151K ($11.8M)
Q1 2025
B.O.S.S. Retirement Advisors, LLC Shares Held: 70.6K ($5.5M)
Q1 2025
Mc Kinley Carter Wealth Services, Inc. Shares Held: 11.6K ($907K)
Q1 2025
Fifth Third Bancorp Shares Held: 8.56K ($666K)

About IWX

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