Institutional shares held 57.7 Million
3.4K calls
2.2K puts
Total value of holdings $13.9B
$821K calls
$531K puts
# of Institutions 606


Latest Institutional Activity in IWY

Top Purchases

Q4 2024
Envestnet Asset Management Inc Shares Held: 2.79M ($660M)
Q4 2024
Clark Capital Management Group, Inc. Shares Held: 817K ($193M)
Q4 2024
Lido Advisors, LLC Shares Held: 501K ($118M)
Q4 2024
Raymond James Financial Inc Shares Held: 451K ($107M)
Q4 2024
Lpl Financial LLC Shares Held: 2.21M ($523M)

Top Sells

Q4 2024
Strategic Financial Concepts, LLC Shares Held: 9.16K ($2.16M)
Q4 2024
Life Planning Partners, Inc Shares Held: 1.68K ($397K)
Q4 2024
Tiaa Trust, National Association Shares Held: 6.25M ($1.48B)
Q4 2024
Kestra Advisory Services, LLC Shares Held: 91.3K ($21.6M)
Q4 2024
Intelligence Driven Advisers, LLC Shares Held: 228K ($53.8M)

About IWY

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