Institutional shares held 340 Million
130K calls
26.6K puts
Total value of holdings $29.8B
$11.4M calls
$2.33M puts
# of Institutions 1,411


Latest Institutional Activity in IWR

Top Purchases

Q4 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 833K ($73M)
Q4 2024
Inves Trust Shares Held: 4.74K ($416K)
Q4 2024
Gamma Investing LLC Shares Held: 24.7K ($2.16M)
Q4 2024
Ridgeline Wealth, LLC Shares Held: 2.42K ($212K)
Q4 2024
Graypoint LLC Shares Held: 9.05K ($793K)

Top Sells

Q4 2024
International Assets Investment Management, LLC Shares Held: 9.02K ($791K)
Q4 2024
West Oak Capital, LLC Shares Held: 25 ($2.19K)
Q4 2024
Legacy Wealth Management, LLC / Ms Shares Held: 4.27K ($374K)
Q4 2024
Fulton Bank, N.A. Shares Held: 82.1K ($7.2M)
Q4 2024
Trust CO Of The South Shares Held: 5.88K ($515K)

About IWR

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