Institutional shares held 52.2 Million
7.6K calls
7.8K puts
Total value of holdings $13.5B
$1.97M calls
$2.02M puts
# of Institutions 615


Latest Institutional Activity in IWY

Top Purchases

Q2 2025
Boulay Financial Advisors, LLC Shares Held: 586K ($152M)
Q2 2025
Svb Wealth LLC Shares Held: 323K ($83.6M)
Q2 2025
Proficio Capital Partners LLC Shares Held: 150K ($38.9M)
Q2 2025
Tiaa Trust, National Association Shares Held: 6.1M ($1.58B)
Q2 2025
Congress Wealth Management LLC Shares Held: 120K ($31.1M)

Top Sells

Q2 2025
One Capital Management, LLC Shares Held: 62.1K ($16.1M)
Q2 2025
Principal Securities, Inc. Shares Held: 17.6K ($4.57M)
Q2 2025
Thrivent Financial For Lutherans Shares Held: 28.3K ($7.32M)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 5.03M ($1.3B)
Q2 2025
First Citizens Bank & Trust CO Shares Held: 4.82M ($1.25B)

About IWY

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