Institutional shares held 116 Million
84.8K calls
13.5K puts
Total value of holdings $13.7B
$9.98M calls
$1.59M puts
# of Institutions 1,229


Latest Institutional Activity in IWP

Top Purchases

Q4 2024
Morgan Stanley Shares Held: 18.1M ($2.13B)
Q4 2024
Raymond James Financial Inc Shares Held: 997K ($117M)
Q4 2024
Financial Advisory Corp Shares Held: 736K ($86.6M)
Q4 2024
Angeles Investment Advisors, LLC Shares Held: 632K ($74.4M)
Q4 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 1.88M ($221M)

Top Sells

Q1 2025
Baring Financial LLC Shares Held: 2.87K ($337K)
Q1 2025
Global Wealth Strategies & Associates Shares Held: 6.09K ($717K)
Q1 2025
Massmutual Trust CO Fsb Shares Held: 763 ($89.8K)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 6.18K ($726K)
Q4 2024
International Assets Investment Management, LLC Shares Held: 4.36K ($512K)

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D - Sale (or disposition) back to the issuer×
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W - Acquisition or disposition by will or laws×
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