Institutional shares held 57.8 Million
2K calls
1.2K puts
Total value of holdings $12B
$414K calls
$248K puts
# of Institutions 481


Latest Institutional Activity in IWY

Top Purchases

Q2 2024
Williams Financial, LLC Shares Held: 7.1M ($1.47B)
Q2 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 433K ($89.6M)
Q2 2024
Meridian Financial Partners LLC Shares Held: 25.7K ($5.32M)
Q2 2024
Fifth Third Securities, Inc. Shares Held: 23.6K ($4.89M)
Q2 2024
Ewg Elevate Inc. Shares Held: 26.6K ($5.5M)

Top Sells

Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 5.58M ($1.16B)
Q2 2024
First Citizens Bank & Trust CO Shares Held: 5.26M ($1.09B)
Q2 2024
Simplicity Wealth,Llc Shares Held: 59K ($12.2M)
Q2 2024
Stratos Wealth Partners, Ltd. Shares Held: 45.5K ($9.43M)
Q2 2024
Soa Wealth Advisors, Llc. Shares Held: 296K ($61.3M)

About IWY

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