Institutional shares held 26.5 Million
16.1K calls
8.2K puts
Total value of holdings $9.34B
$5.68M calls
$2.89M puts
# of Institutions 907


Latest Institutional Activity in IWV

Top Purchases

Q2 2025
Vigilare Wealth Management Shares Held: 21.2K ($7.49M)
Q2 2025
Moss Adams Wealth Advisors LLC Shares Held: 51.2K ($18.1M)
Q2 2025
Signature Resources Capital Management, LLC Shares Held: 6.38K ($2.25M)
Q2 2025
Rebalance, LLC Shares Held: 24.6K ($8.68M)
Q2 2025
Park Avenue Securities LLC Shares Held: 3.12K ($1.1M)

Top Sells

Q2 2025
Christopher J. Hasenberg, Inc Shares Held: 70 ($24.7K)
Q2 2025
Maridea Wealth Management LLC Shares Held: 1.93K ($681K)
Q2 2025
Big Sur Wealth Management LLC Shares Held: 31.7K ($11.2M)
Q2 2025
Fifth Third Bancorp Shares Held: 70.2K ($24.8M)
Q2 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 18.2K ($6.41M)

About IWV

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