Institutional shares held 26.9 Million
17.4K calls
6.4K puts
Total value of holdings $8.41B
$5.45M calls
$2M puts
# of Institutions 919


Latest Institutional Activity in IWV

Top Purchases

Q1 2025
Bricktown Capital, LLC Shares Held: 143K ($44.8M)
Q1 2025
Keybank National Association Shares Held: 59.4K ($18.6M)
Q1 2025
Calamos Wealth Management LLC Shares Held: 190K ($59.5M)
Q1 2025
Ameritas Advisory Services, LLC Shares Held: 17.7K ($5.54M)
Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 12.6K ($3.94M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 149K ($46.6M)
Q1 2025
Rhumbline Advisers Shares Held: 22K ($6.9M)
Q1 2025
Umb Bank, N.A. Shares Held: 38.6K ($12.1M)
Q1 2025
First Horizon Advisors, Inc. Shares Held: 43.8K ($13.7M)
Q1 2025
Tanglewood Wealth Management, Inc. Shares Held: 90K ($28.2M)

About IWV

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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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