Institutional shares held 52.6 Million
4.7K calls
6.5K puts
Total value of holdings $13.2B
$1.18M calls
$1.63M puts
# of Institutions 599


Latest Institutional Activity in IWY

Top Purchases

Q2 2025
Boulay Financial Advisors, LLC Shares Held: 586K ($147M)
Q2 2025
Simplicity Wealth,Llc Shares Held: 113K ($28.4M)
Q2 2025
Intelligence Driven Advisers, LLC Shares Held: 271K ($68.1M)
Q2 2025
Wealthcare Advisory Partners LLC Shares Held: 80.6K ($20.2M)
Q2 2025
Ewg Elevate Inc. Shares Held: 33.8K ($8.48M)

Top Sells

Q2 2025
Truist Financial Corp Shares Held: 583K ($146M)
Q2 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 188K ($47.1M)
Q2 2025
Ameliora Wealth Management Ltd. Shares Held: 16K ($4.01M)
Q2 2025
Bush Investment Group, LLC Shares Held: 91.6K ($23M)
Q2 2025
Capital Asset Advisory Services LLC Shares Held: 21.3K ($5.34M)

About IWY

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