Institutional shares held 42 Million
0 calls
0 puts
Total value of holdings $3.27B
$0 calls
$0 puts
# of Institutions 202


Latest Institutional Activity in IWX

Top Purchases

Q1 2025
Richard P Slaughter Associates Inc Shares Held: 417K ($32.5M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 99K ($7.71M)
Q1 2025
First Citizens Bank & Trust CO Shares Held: 5.84M ($455M)
Q1 2025
Sig Fig Wealth Management, LLC Shares Held: 70.2K ($5.47M)
Q1 2025
Park Avenue Securities LLC Shares Held: 41.5K ($3.23M)

Top Sells

Q1 2025
Howard Bailey Securities, LLC Shares Held: 151K ($11.8M)
Q1 2025
Mc Kinley Carter Wealth Services, Inc. Shares Held: 11.6K ($906K)
Q1 2025
Fifth Third Bancorp Shares Held: 8.56K ($666K)
Q1 2025
Soa Wealth Advisors, Llc. Shares Held: 37.8K ($2.94M)
Q1 2025
Massmutual Trust CO Fsb Shares Held: 1.1K ($85.7K)

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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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