Institutional shares held 97.6 Million
9.5K calls
0 puts
Total value of holdings $13B
$1.27M calls
$0 puts
# of Institutions 1,024


Latest Institutional Activity in IWS

Top Purchases

Q2 2025
Lpwm LLC Shares Held: 222K ($29.6M)
Q2 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 34.6K ($4.63M)
Q2 2025
Parallel Advisors, LLC Shares Held: 9.89K ($1.32M)
Q2 2025
21 West Wealth Management LLC Shares Held: 3.42K ($458K)
Q2 2025
Kmg Fiduciary Partners, LLC Shares Held: 50.3K ($6.73M)

Top Sells

Q2 2025
Umb Bank, N.A. Shares Held: 78.2K ($10.5M)
Q2 2025
Busey Wealth Management Shares Held: 4.18K ($560K)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 4.99K ($668K)
Q2 2025
Signal Advisors Wealth, LLC Shares Held: 3.35K ($448K)
Q2 2025
Berkshire Bank Shares Held: 13.6K ($1.82M)

About IWS

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