Institutional shares held 133 Million
132K calls
92.9K puts
Total value of holdings $18.4B
$18.2M calls
$12.8M puts
# of Institutions 1,237


Latest Institutional Activity in IWP

Top Purchases

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 14.6M ($2.01B)
Q2 2025
Gen Wealth Group, Inc. Shares Held: 192K ($26.5M)
Q2 2025
Moneywise, Inc. Shares Held: 51.9K ($7.15M)
Q2 2025
Soa Wealth Advisors, Llc. Shares Held: 32.9K ($4.53M)
Q2 2025
Financial Advisory Corp Shares Held: 757K ($104M)

Top Sells

Q2 2025
Truist Financial Corp Shares Held: 680K ($93.6M)
Q2 2025
Congress Asset Management CO Shares Held: 151K ($20.9M)
Q2 2025
Rtd Financial Advisors, Inc. Shares Held: 216K ($29.7M)
Q2 2025
Advisor Net Financial, Inc Shares Held: 2.86K ($394K)
Q2 2025
Hms Capital Management, LLC Shares Held: 31.8K ($4.37M)

About IWP

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