Institutional shares held 51.7 Million
0 calls
0 puts
Total value of holdings $4.35B
$0 calls
$0 puts
# of Institutions 195


Latest Institutional Activity in IWX

Top Purchases

Q3 2024
Envestnet Asset Management Inc Shares Held: 6.02M ($507M)
Q3 2024
Clark Capital Management Group, Inc. Shares Held: 2.15M ($181M)
Q3 2024
Orion Portfolio Solutions, LLC Shares Held: 785K ($66.2M)
Q3 2024
Lpl Financial LLC Shares Held: 442K ($37.2M)
Q3 2024
Cetera Investment Advisers Shares Held: 440K ($37.1M)

Top Sells

Q3 2024
Svb Wealth LLC Shares Held: 238K ($20M)
Q3 2024
First Citizens Bank & Trust CO Shares Held: 6.31M ($532M)
Q3 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 6.85M ($577M)
Q3 2024
Truist Financial Corp Shares Held: 221K ($18.6M)
Q3 2024
Voya Investment Management LLC Shares Held: 26.2K ($2.21M)

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