Institutional shares held 46.2 Million
0 calls
0 puts
Total value of holdings $3.63B
$0 calls
$0 puts
# of Institutions 210


Latest Institutional Activity in IWX

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 4.09M ($324M)
Q1 2025
Richard P Slaughter Associates Inc Shares Held: 417K ($33.1M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 6.27M ($497M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 99K ($7.84M)
Q1 2025
First Citizens Bank & Trust CO Shares Held: 5.84M ($463M)

Top Sells

Q1 2025
Truist Financial Corp Shares Held: 187K ($14.8M)
Q1 2025
Kingdom Financial Group Llc. Shares Held: 154K ($12.2M)
Q1 2025
Howard Bailey Securities, LLC Shares Held: 151K ($12M)
Q1 2025
B.O.S.S. Retirement Advisors, LLC Shares Held: 70.6K ($5.59M)
Q1 2025
Mc Kinley Carter Wealth Services, Inc. Shares Held: 11.6K ($922K)

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