Institutional shares held 4.12 Million
5.4K calls
2.3K puts
Total value of holdings $511M
$669K calls
$285K puts
# of Institutions 223


Latest Institutional Activity in IWC

Top Purchases

Q3 2024
Sentinel Trust CO Lba Shares Held: 57.5K ($7.12M)
Q3 2024
Lvz, Inc. Shares Held: 16.9K ($2.09M)
Q3 2024
Sound Income Strategies, LLC Shares Held: 6.64K ($823K)
Q3 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 6.47K ($802K)
Q3 2024
Frank, Rimerman Advisors LLC Shares Held: 55.1K ($6.83M)

Top Sells

Q3 2024
Dumont & Blake Investment Advisors LLC Shares Held: 41.3K ($5.12M)
Q3 2024
Arkansas Financial Group, Inc. Shares Held: 62.2K ($7.72M)
Q3 2024
Camelot Technology Advisors, Inc. Shares Held: 26.2K ($3.24M)
Q3 2024
Halbert Hargrove Global Advisors, LLC Shares Held: 101K ($12.5M)
Q3 2024
Creative Planning Shares Held: 59.3K ($7.35M)

About IWC

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