Institutional shares held 51.1 Million
2K calls
1.2K puts
Total value of holdings $10.4B
$406K calls
$244K puts
# of Institutions 462


Latest Institutional Activity in IWY

Top Purchases

Q1 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 5.76M ($1.17B)
Q1 2024
First Citizens Bank & Trust CO Shares Held: 5.43M ($1.1B)
Q1 2024
Mariner, LLC Shares Held: 849K ($173M)
Q1 2024
Envestnet Asset Management Inc Shares Held: 2.64M ($537M)
Q1 2024
Lpl Financial LLC Shares Held: 1.57M ($319M)

Top Sells

Q1 2024
Ae Wealth Management LLC Shares Held: 594K ($121M)
Q1 2024
Advisor Group Holdings, Inc. Shares Held: 508K ($103M)
Q1 2024
Bryn Mawr Trust CO Shares Held: 461K ($93.8M)
Q1 2024
Tiaa Trust, National Association Shares Held: 5.99M ($1.22B)
Q1 2024
Crumly & Associates Inc. Shares Held: 46.5K ($9.45M)

About IWY

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