Institutional shares held 50.3 Million
0 calls
0 puts
Total value of holdings $4.18B
$0 calls
$0 puts
# of Institutions 196


Latest Institutional Activity in IWX

Top Purchases

Q4 2024
Svb Wealth LLC Shares Held: 718K ($59.8M)
Q4 2024
Wsfs Capital Management, LLC Shares Held: 168K ($14M)
Q4 2024
Raymond James Financial Inc Shares Held: 102K ($8.49M)
Q4 2024
Richard P Slaughter Associates Inc Shares Held: 91.9K ($7.65M)
Q4 2024
B.O.S.S. Retirement Advisors, LLC Shares Held: 75.7K ($6.3M)

Top Sells

Q4 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 6.17M ($513M)
Q4 2024
First Citizens Bank & Trust CO Shares Held: 5.77M ($480M)
Q4 2024
Principal Securities, Inc. Shares Held: 201 ($16.7K)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 4.57K ($381K)
Q4 2024
Simplicity Wealth,Llc Shares Held: 11.9K ($993K)

About IWX

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