Institutional shares held 8.49 Million
0 calls
0 puts
Total value of holdings $1.43B
$0 calls
$0 puts
# of Institutions 226


Latest Institutional Activity in IWL

Top Purchases

Q4 2025
Annex Advisory Services, LLC Shares Held: 75.8K ($12.7M)
Q4 2025
Capital Developers, LLC Shares Held: 50.5K ($8.49M)
Q4 2025
Tompkins Financial Corp Shares Held: 571K ($96M)
Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 52.3K ($8.79M)
Q4 2025
Farther Finance Advisors, LLC Shares Held: 5.25K ($882K)

Top Sells

Q4 2025
Gilbert & Cook, Inc. Shares Held: 509K ($85.6M)
Q4 2025
Ubs Group Ag Shares Held: 68.4K ($11.5M)
Q4 2025
Noble Family Wealth, LLC Shares Held: 22K ($3.7M)
Q4 2025
Holos Integrated Wealth LLC Shares Held: 35.6K ($5.99M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 12.2K ($2.05M)

About IWL

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