Institutional shares held 49.5 Million
0 calls
0 puts
Total value of holdings $4.2B
$0 calls
$0 puts
# of Institutions 231


Latest Institutional Activity in IWX

Top Purchases

Q2 2025
Richard P Slaughter Associates Inc Shares Held: 509K ($43.2M)
Q2 2025
Simplicity Wealth,Llc Shares Held: 184K ($15.6M)
Q2 2025
Merit Financial Group, LLC Shares Held: 7.65K ($649K)
Q2 2025
Confluence Wealth Services, Inc. Shares Held: 6.03K ($512K)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 5.91K ($501K)

Top Sells

Q2 2025
Soa Wealth Advisors, Llc. Shares Held: 33.9K ($2.87M)
Q2 2025
Signal Advisors Wealth, LLC Shares Held: 10.2K ($861K)
Q2 2025
B.O.S.S. Retirement Advisors, LLC Shares Held: 68.1K ($5.78M)
Q2 2025
Mbl Wealth, LLC Shares Held: 6.5K ($552K)
Q2 2025
Fifth Third Bancorp Shares Held: 7.62K ($647K)

About IWX

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