Institutional shares held 56.6 Million
3.4K calls
2.2K puts
Total value of holdings $12.1B
$723K calls
$468K puts
# of Institutions 610


Latest Institutional Activity in IWY

Top Purchases

Q1 2025
Richard P Slaughter Associates Inc Shares Held: 196K ($41.6M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 57.3K ($12.2M)
Q1 2025
Davenport & CO LLC Shares Held: 145K ($30.9M)
Q1 2025
Life Wealth Investments, LLC Shares Held: 73.4K ($15.6M)
Q1 2025
Bond & Devick Financial Network, Inc. Shares Held: 36.6K ($7.78M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 412K ($87.6M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 5.12M ($1.09B)
Q1 2025
First Citizens Bank & Trust CO Shares Held: 4.91M ($1.04B)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 36.1K ($7.68M)
Q1 2025
Financial Advocates Investment Management Shares Held: 3K ($637K)

About IWY

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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×
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U - Disposition due to a tender of shares in a change of control transaction×
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