Institutional shares held 26.7 Million
22K calls
5.3K puts
Total value of holdings $10.2B
$8.37M calls
$2.02M puts
# of Institutions 949


Latest Institutional Activity in IWV

Top Purchases

Q4 2025
Apella Capital, LLC Shares Held: 26.5K ($10.1M)
Q4 2025
Norden Group LLC Shares Held: 11K ($4.17M)
Q4 2025
Mc Glone Suttner Wealth Management, Inc. Shares Held: 5.17K ($1.97M)
Q4 2025
Park Avenue Securities LLC Shares Held: 8.09K ($3.08M)
Q4 2025
Dakota Wealth Management Shares Held: 4.96K ($1.89M)

Top Sells

Q4 2025
Embree Financial Group Shares Held: 40.7K ($15.5M)
Q4 2025
Vigilare Wealth Management Shares Held: 607 ($231K)
Q4 2025
Stone House Investment Management, LLC Shares Held: 377 ($143K)
Q4 2025
Tlwm Shares Held: 281K ($107M)
Q4 2025
Brooklyn Fi, LLC Shares Held: 67.9K ($25.9M)

About IWV

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