Institutional shares held 98.5 Million
65.9K calls
60.7K puts
Total value of holdings $36.2B
$24.2M calls
$22.3M puts
# of Institutions 1,623


Latest Institutional Activity in IWB

Top Purchases

Q4 2025
Argent Capital Management LLC Shares Held: 199K ($73.2M)
Q4 2025
Park Avenue Securities LLC Shares Held: 79.9K ($29.4M)
Q4 2025
Asempa Wealth Advisors Shares Held: 5.24K ($1.93M)
Q4 2025
Fulton Bank, N.A. Shares Held: 6.77K ($2.49M)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 5.25K ($1.93M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 509K ($187M)
Q4 2025
Diversified Trust CO Shares Held: 18.3K ($6.71M)
Q4 2025
Orgel Wealth Management, LLC Shares Held: 923 ($340K)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 2.82K ($1.04M)
Q4 2025
Coastline Trust CO Shares Held: 4.18K ($1.54M)

About IWB

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