Institutional shares held 51.6 Million
0 calls
0 puts
Total value of holdings $4.14B
$0 calls
$0 puts
# of Institutions 198


Latest Institutional Activity in IWX

Top Purchases

Q3 2024
Envestnet Asset Management Inc Shares Held: 6.02M ($483M)
Q3 2024
Clark Capital Management Group, Inc. Shares Held: 2.15M ($173M)
Q3 2024
Orion Portfolio Solutions, LLC Shares Held: 785K ($63.1M)
Q3 2024
Lpl Financial LLC Shares Held: 442K ($35.5M)
Q3 2024
Cetera Investment Advisers Shares Held: 440K ($35.4M)

Top Sells

Q3 2024
Svb Wealth LLC Shares Held: 238K ($19.1M)
Q3 2024
First Citizens Bank & Trust CO Shares Held: 6.31M ($507M)
Q3 2024
Pensionmark Financial Group, LLC Shares Held: 4.29K ($345K)
Q3 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 6.85M ($550M)
Q3 2024
Truist Financial Corp Shares Held: 221K ($17.7M)

About IWX

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