Institutional shares held 50.2 Million
12.3K calls
5.1K puts
Total value of holdings $12B
$2.94M calls
$1.22M puts
# of Institutions 542


Latest Institutional Activity in IWY

Top Purchases

Q4 2024
Merit Financial Group, LLC Shares Held: 79.8K ($19.3M)
Q4 2024
Richard P Slaughter Associates Inc Shares Held: 63.6K ($15.4M)
Q4 2024
Hantz Financial Services, Inc. Shares Held: 208K ($50.5M)
Q4 2024
Seros Financial, LLC Shares Held: 46K ($11.2M)
Q4 2024
B.O.S.S. Retirement Advisors, LLC Shares Held: 44.8K ($10.9M)

Top Sells

Q4 2024
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 251K ($60.9M)
Q4 2024
Compton Wealth Advisory Group, LLC Shares Held: 125K ($30.2M)
Q4 2024
Atomi Financial Group, Inc. Shares Held: 2.89K ($700K)
Q4 2024
Sugar Maple Asset Management, LLC Shares Held: 20K ($4.84M)
Q4 2024
Chb Investment Group, LLC Shares Held: 12.1K ($2.93M)

About IWY

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