Institutional shares held 28.1 Million
20.7K calls
7.2K puts
Total value of holdings $10.6B
$7.83M calls
$2.72M puts
# of Institutions 935


Latest Institutional Activity in IWV

Top Purchases

Q3 2025
Bricktown Capital, LLC Shares Held: 201K ($75.9M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 11.7K ($4.42M)
Q3 2025
My Personal Cfo, LLC Shares Held: 9.29K ($3.51M)
Q3 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 17.1K ($6.45M)
Q3 2025
New Republic Capital, LLC Shares Held: 11.5K ($4.37M)

Top Sells

Q3 2025
Cerity Partners LLC Shares Held: 21.9K ($8.3M)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 554 ($210K)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 58K ($22M)
Q3 2025
Waldron Private Wealth LLC Shares Held: 87.9K ($33.3M)
Q3 2025
Pinnacle Financial Partners Inc Shares Held: 2.35K ($891K)

About IWV

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