Institutional shares held 57.6 Million
3.4K calls
2.2K puts
Total value of holdings $12.1B
$715K calls
$463K puts
# of Institutions 616


Latest Institutional Activity in IWY

Top Purchases

Q1 2025
Richard P Slaughter Associates Inc Shares Held: 196K ($39.1M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 57.3K ($11.5M)
Q1 2025
Bond & Devick Financial Network, Inc. Shares Held: 36.6K ($7.31M)
Q1 2025
Cyndeo Wealth Partners, LLC Shares Held: 18.5K ($3.71M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 20.3K ($4.05M)

Top Sells

Q1 2025
First Citizens Bank & Trust CO Shares Held: 4.91M ($981M)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 36.1K ($7.21M)
Q1 2025
Soa Wealth Advisors, Llc. Shares Held: 235K ($47M)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 205K ($40.9M)
Q1 2025
Park Avenue Securities LLC Shares Held: 4.56K ($911K)

About IWY

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