Institutional shares held 50.9 Million
12.3K calls
5.1K puts
Total value of holdings $12.3B
$2.98M calls
$1.24M puts
# of Institutions 552


Latest Institutional Activity in IWY

Top Purchases

Q4 2024
Strategic Financial Concepts, LLC Shares Held: 579K ($139M)
Q4 2024
Merit Financial Group, LLC Shares Held: 79.8K ($19.2M)
Q4 2024
Financial Advocates Investment Management Shares Held: 66.6K ($16M)
Q4 2024
Richard P Slaughter Associates Inc Shares Held: 63.6K ($15.3M)
Q4 2024
Hantz Financial Services, Inc. Shares Held: 208K ($50.1M)

Top Sells

Q4 2024
Zimmermann Investment Management & Planning LLC Shares Held: 1.45K ($347K)
Q4 2024
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 251K ($60.4M)
Q4 2024
Compton Wealth Advisory Group, LLC Shares Held: 125K ($29.9M)
Q4 2024
Atomi Financial Group, Inc. Shares Held: 2.89K ($694K)
Q4 2024
Portfolio Strategies, Inc. Shares Held: 272K ($65.4M)

About IWY

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