Institutional shares held 93.7 Million
17.5K calls
0 puts
Total value of holdings $12.9B
$2.41M calls
$0 puts
# of Institutions 1,059


Latest Institutional Activity in IWS

Top Purchases

Q4 2025
Park Avenue Securities LLC Shares Held: 70.8K ($9.76M)
Q4 2025
Lpwm LLC Shares Held: 232K ($31.9M)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 2.89K ($398K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 89.9K ($12.4M)
Q4 2025
Processus Wealth & Capital Management, LLC Shares Held: 46K ($6.34M)

Top Sells

Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 1.81K ($249K)
Q4 2025
Noble Family Wealth, LLC Shares Held: 17K ($2.34M)
Q4 2025
Cahaba Wealth Management, Inc. Shares Held: 3.85K ($531K)
Q4 2025
Cooper Financial Group Shares Held: 3.26K ($449K)
Q4 2025
Massmutual Trust CO Fsb Shares Held: 100 ($13.8K)

About IWS

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