Institutional shares held 45.2 Million
0 calls
0 puts
Total value of holdings $4.03B
$0 calls
$0 puts
# of Institutions 237


Latest Institutional Activity in IWX

Top Purchases

Q3 2025
First Citizens Investor Services, Inc. Shares Held: 442K ($39.4M)
Q3 2025
Ameriprise Financial Inc Shares Held: 333K ($29.7M)
Q3 2025
Ae Wealth Management LLC Shares Held: 1.05M ($93.5M)
Q3 2025
Bank Of America Corp Shares Held: 237K ($21.2M)
Q3 2025
Wsfs Capital Management, LLC Shares Held: 249K ($22.2M)

Top Sells

Q3 2025
Tiaa Trust, National Association Shares Held: 12.1M ($1.08B)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 6.24M ($557M)
Q3 2025
First Citizens Bank & Trust CO Shares Held: 5.91M ($527M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 60.4K ($5.39M)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 5.97K ($533K)

About IWX

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