Institutional shares held 61.5 Million
540K calls
149K puts
Total value of holdings $8.56B
$75.3M calls
$20.7M puts
# of Institutions 1,140


Latest Institutional Activity in IWN

Top Purchases

Q1 2025
Vaughan Nelson Investment Management, L.P. Shares Held: 1.23M ($172M)
Q1 2025
Stephens Group Asset Management, LLC Shares Held: 268K ($37.3M)
Q1 2025
Harbor Capital Advisors, Inc. Shares Held: 47.8K ($6.66M)
Q1 2025
Park Avenue Securities LLC Shares Held: 32.6K ($4.55M)
Q1 2025
Reinhart Partners, Inc. Shares Held: 20.8K ($2.9M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 794 ($111K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 252K ($35.2M)
Q1 2025
Fifth Third Bancorp Shares Held: 90.4K ($12.6M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 19K ($2.64M)
Q1 2025
Affinity Capital Advisors, LLC Shares Held: 5.77K ($804K)

About IWN

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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