Institutional shares held 26.1 Million
19.5K calls
3K puts
Total value of holdings $8.83B
$6.61M calls
$1.02M puts
# of Institutions 858


Latest Institutional Activity in IWV

Top Purchases

Q4 2024
Finley Financial, LLC Shares Held: 70.9K ($24.2M)
Q4 2024
Tallon Kerry Patrick Shares Held: 22.8K ($7.8M)
Q4 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 32.8K ($11.2M)
Q4 2024
Umb Bank, N.A. Shares Held: 54.2K ($18.5M)
Q4 2024
Brookstone Capital Management Shares Held: 63.1K ($21.6M)

Top Sells

Q4 2024
International Assets Investment Management, LLC Shares Held: 2.59K ($884K)
Q4 2024
Christopher J. Hasenberg, Inc Shares Held: 56.2K ($19.2M)
Q4 2024
Stairway Partners, LLC Shares Held: 65.5K ($22.4M)
Q4 2024
Saxon Interests, Inc. Shares Held: 5.63K ($1.93M)
Q4 2024
First Hawaiian Bank Shares Held: 10K ($3.43M)

About IWV

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