Institutional shares held 287 Million
1.31M calls
1.09M puts
Total value of holdings $51.3B
$235M calls
$195M puts
# of Institutions 1,901


Latest Institutional Activity in IWD

Top Purchases

Q1 2025
Pacific Life Fund Advisors LLC Shares Held: 1.24M ($221M)
Q1 2025
Jp Wealth Management, Inc. Shares Held: 981K ($175M)
Q1 2025
Coho Partners, Ltd. Shares Held: 307K ($54.8M)
Q1 2025
Smi Advisory Services, LLC Shares Held: 94.3K ($16.9M)
Q1 2025
M&T Bank Corp Shares Held: 3.8M ($680M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 13.7K ($2.46M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 6.54M ($1.17B)
Q1 2025
Oppenheimer Asset Management Inc. Shares Held: 99.4K ($17.8M)
Q1 2025
Truist Financial Corp Shares Held: 2.3M ($411M)
Q1 2025
Badgley Phelps Wealth Managers, LLC Shares Held: 246K ($43.9M)

About IWD

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