Institutional shares held 391 Million
208K calls
28.7K puts
Total value of holdings $37B
$19.7M calls
$2.72M puts
# of Institutions 1,639


Latest Institutional Activity in IWR

Top Purchases

Q4 2025
Tompkins Financial Corp Shares Held: 116K ($11M)
Q4 2025
Argent Capital Management LLC Shares Held: 80.2K ($7.59M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 859K ($81.2M)
Q4 2025
Park Avenue Securities LLC Shares Held: 96.7K ($9.15M)
Q4 2025
Gryphon Financial Partners LLC Shares Held: 48.3K ($4.57M)

Top Sells

Q4 2025
Charles Schwab Trust CO Shares Held: 3.83K ($362K)
Q4 2025
Vigilare Wealth Management Shares Held: 6.64K ($629K)
Q4 2025
Coastline Trust CO Shares Held: 345K ($32.7M)
Q4 2025
Gilbert & Cook, Inc. Shares Held: 353K ($33.4M)
Q4 2025
Diversified Trust CO Shares Held: 78.4K ($7.42M)

About IWR

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