Institutional shares held 98 Million
66.9K calls
199K puts
Total value of holdings $33.4B
$22.8M calls
$67.7M puts
# of Institutions 1,508


Latest Institutional Activity in IWB

Top Purchases

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 1.21M ($413M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 543K ($185M)
Q2 2025
Hippocratic Financial Advisors, LLC Shares Held: 130K ($44.2M)
Q2 2025
Park Avenue Securities LLC Shares Held: 67K ($22.8M)
Q2 2025
Trust CO Shares Held: 122K ($41.6M)

Top Sells

Q2 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 466K ($159M)
Q2 2025
Legacy Wealth Management, Inc Shares Held: 729K ($248M)
Q2 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Shares Held: 7.55K ($2.57M)
Q2 2025
Ballentine Partners, LLC Shares Held: 215K ($73.3M)
Q2 2025
Qrg Capital Management, Inc. Shares Held: 6.76K ($2.3M)

About IWB

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