Institutional shares held 51.6 Million
10.4K calls
4.8K puts
Total value of holdings $12.3B
$2.48M calls
$1.15M puts
# of Institutions 559


Latest Institutional Activity in IWY

Top Purchases

Q4 2024
Life Planning Partners, Inc Shares Held: 395K ($94.1M)
Q4 2024
Principal Securities, Inc. Shares Held: 163K ($38.8M)
Q4 2024
Hidden Cove Wealth Management, LLC Shares Held: 78.9K ($18.8M)
Q4 2024
Merit Financial Group, LLC Shares Held: 79.8K ($19M)
Q4 2024
Financial Advocates Investment Management Shares Held: 66.6K ($15.9M)

Top Sells

Q4 2024
Strategic Financial Concepts, LLC Shares Held: 9.16K ($2.18M)
Q4 2024
Wsfs Capital Management, LLC Shares Held: 86.1K ($20.5M)
Q4 2024
Intelligence Driven Advisers, LLC Shares Held: 228K ($54.3M)
Q4 2024
Zimmermann Investment Management & Planning LLC Shares Held: 1.45K ($344K)
Q4 2024
Truist Financial Corp Shares Held: 664K ($158M)

About IWY

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