Institutional shares held 47.6 Million
1.3K calls
2.1K puts
Total value of holdings $9.09B
$248K calls
$401K puts
# of Institutions 422


Latest Institutional Activity in IWY

Top Purchases

Q4 2023
Envestnet Asset Management Inc Shares Held: 2.15M ($410M)
Q4 2023
Clark Capital Management Group, Inc. Shares Held: 736K ($141M)
Q4 2023
Advisor Group Holdings, Inc. Shares Held: 1.11M ($212M)
Q4 2023
Bank Of America Corp Shares Held: 1.16M ($221M)
Q4 2023
Envestnet Portfolio Solutions, Inc. Shares Held: 5.03M ($960M)

Top Sells

Q4 2023
Intelligence Driven Advisers, LLC Shares Held: 243K ($46.4M)
Q4 2023
Cosner Financial Group, LLC Shares Held: 5.64K ($1.08M)
Q4 2023
High Tower Advisors, LLC Shares Held: 181K ($34.5M)
Q4 2023
Raymond James Financial Services Advisors, Inc. Shares Held: 369K ($70.5M)
Q4 2023
Thrivent Financial For Lutherans Shares Held: 214K ($40.9M)

About IWY

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